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Set Advisors, LLC (Caldwell)


Set Advisors, LLC is an adviser based in Caldwell. It manages $19.72 million of regulatory assets for 539 client accounts. It has been registered with the SEC as an adviser since 2007.

Set Advisors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Set Advisors: assets under management

The assets under management (AUM) of Set Advisors, LLC is $19.72 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $19.72 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $36.58 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Set Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Caldwell

The principal office where Set Advisors, LLC performs its advisory services is located at 403 Blaine Street, Caldwell, ID 83605, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 208-459-4338 or by fax 208-454-3442. The normal business hours are 8:30am - 5:30pm on Monday - Friday.


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