Rch Fields Family Wealth Management LLC

Rch Fields Family Wealth Management LLC (CRD# 154757) is a financial advisory firm headquartered in , . They manage $15,500,000 in 7 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $2,214,286
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, CT

Financial Advisors at Rch Fields Family Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Raul A. Chavez
CRD#: 3185803
Longmont, CO
93
Wealthminder
score

Raul Chavez (CRD# 3185803) is an Investment Advisor Representative working at Rch Fields Family Wealth Management LLC in Longmont, CO and has over 15 years of experience in the finance industry.

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