Unclaimed Profile

Cindi Jacobs

SETCHFIELD ASSOCIATES LLC·BRADENTON, Florida

Clean recordSETCHFIELD ASSOCIATES LLC

392 ARUBA CIRCLE, BRADENTON, FL 34209CRD# 6707596Firm CRD# 113289

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Cindi Jacobs · BRADENTON, FL

Registration

CRD #6707596 · SETCHFIELD ASSOCIATES LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Cindi Jacobs is a registered financial advisor based in BRADENTON, Florida, affiliated with SETCHFIELD ASSOCIATES LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

SETCHFIELD ASSOCIATES LLC

SETCHFIELD ASSET MANAGEMENT

AUM

$140M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SETCHFIELD ASSOCIATES LLC →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6707596

Firm CRD# 113289

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Cindi Jacobs offer?

Cindi Jacobs specializes in Investment Management, Fee-Only Advisory. Contact their office in BRADENTON, Florida for a consultation.

What are Cindi Jacobs's credentials?

Cindi Jacobs is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cindi Jacobs located?

Cindi Jacobs is based in BRADENTON, Florida, working with SETCHFIELD ASSOCIATES LLC. Their office serves clients in the BRADENTON metropolitan area and surrounding communities.

How does Cindi Jacobs charge for services?

Cindi Jacobs's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SETCHFIELD ASSOCIATES LLC?

SETCHFIELD ASSOCIATES LLC has approximately 2 employees and manages $140M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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