SETCHFIELD ASSET MANAGEMENT
Bradenton, Florida
5.0
5 Reviews
Setchfield Asset Management, headquartered in Bradenton, FL, is a reputable investment advisory firm catering to a diverse clientele. With over 200 individual clients, they currently oversee an impressive $126,500,000 in assets under management. As a small but dynamic firm, Setchfield Asset Management operates from a single office and specializes in providing comprehensive investment advice and services.
With a focus on financial security and risk management, Setchfield Asset Management also operates as an insurance broker or agent. They possess extensive expertise in managing employer 401Ks and individual accounts, accounting fo...
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Assets Under Mgmt
$126.5M
Investment Professionals
1
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Other Business Activities
Insurance broker or agent
Resources
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