|
⚲
|
| Setchfield Associates LLC
✚
|
|
|---|---|
| CRD # | 113289 |
| SEC # | 801-116770 |
| CIK # | |
| AUM | $171.0 M (2025-02-24) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 303-627-1099 |
| Address | 392 Aruba Circle Bradenton, FL 34209 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 225 | 171.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 225 | 171.0 |
| By Discretionary | ||
| Discretionary | 224 | 163.0 |
| Non-Discretionary | 1 | 8.0 |
| Total | 225 | 171.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 171.0 | |
| Total | 225 | 171.0 |
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|---|---|---|
|
Waterford Capital Investment Advisory Services LLC
✚
|
TX | 0.2 |
|
Vanguard Capital Wealth Advisors LLC
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|
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|
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|
NY | 0.2 |
|
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0.2 | |
|
MJC Advisors LLC
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0.2 | |
|
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|
CA | 0.2 |
|
Cedarstone Advisors
✚
|
CA | 0.2 |
|
Helmsman Financial Group LLC
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|
WA | 0.2 |
|
Orographic Financial Advisors LLC
✚
|
0.2 | |
|
Drum Hill Capital LLC
✚
|
CT | 0.2 |