Setarcos Investment Advisors LLC

Setarcos Investment Advisors LLC (CRD# 157930) is a financial advisory firm headquartered in San Francisco, CA. They manage $20,125,607 in 110 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $182,960
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
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.

CA

Financial Advisors at Setarcos Investment Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Richard G. Faw
CRD#: 5922307
Four Embarcadero Center, Suite 1400, San Francisco, CA 94111
90
Wealthminder
score

Richard Faw (CRD# 5922307) is an Investment Advisor Representative working at Setarcos Investment Advisors LLC in San Francisco, CA and has 1 year of experience in the finance industry.

2
Stephen A. Way
CRD#: 6302406
Four Embarcadero Center, Suite 1400, San Francisco, CA 94111
89
Wealthminder
score

Stephen Way (CRD# 6302406) is an Investment Advisor Representative working at Setarcos Investment Advisors LLC in San Francisco, CA and has over 2 years of experience in the finance industry.

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