527 Don Gaspar Avenue
Santa Fe, New Mexico 87505
Tel: 505-780-4218
SUN MOUNTAIN CAPITAL ADVISORS, LLC, formally registered with the SEC as SUN MOUNTAIN CAPITAL ADVISORS, LLC. The firm was established in 05/25/2011. They have over 5 offices throughout the country.
SUN MOUNTAIN CAPITAL ADVISORS, LLC is a Santa Fe, New Mexico based Financial Planning firm with nearly $599,019,302 assets under management, offering retirement planning & investment advisory services to 11 clients. The firm is staffed with 9 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 151477 |
SEC# | 801-72312 |
Assets Managed by Firm | $599,019,302 |
No. of Clients | 11 |
No. of Advisors | 9 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 11 | $599,019,302 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$172,101,281,944 | 15 | 2872 | |
$171,751,270,410 | 133 | 1196 | |
$132,541,536,421 | 294 | 573 | |
$110,207,824,026 | 170 | 296 | |
$107,251,821,000 | 4 | 524 |
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