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Home > Retirement Planners > new mexico > santa fe > CITY DIFFERENT INVESTMENTS
CITY DIFFERENT INVESTMENTS
925 Paseo De Peralta
Santa Fe, New Mexico 87501
Tel: 505-416-4550
About CITY DIFFERENT INVESTMENTS
CITY DIFFERENT INVESTMENTS, formally registered with the SEC as CITY DIFFERENT INVESTMENTS. The firm was established in 02/08/2021. They have over 4 offices throughout the country.
CITY DIFFERENT INVESTMENTS is a Santa Fe, New Mexico based Financial Planning firm with nearly $114,585,236 assets under management, offering retirement planning & investment advisory services to 91 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 310982 |
| SEC# | 801-120293 |
| Assets Managed by Firm | $114,585,236 |
| No. of Clients | 91 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 91 | $114,585,236 |
| High net worth individuals | 40 | $52,779,173 |
| Other investment advisers | Fewer than 5 clients | $49,484,224 |
| Corporations or other businesses | Fewer than 5 clients | $2,696,989 |
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|---|---|---|---|
| $41,832,394,631 | 750 | 202 | |
| $3,279,256,426 | 999 | 26 | |
| $1,004,648,408 | 1227 | 14 | |
| $758,200,188 | 2212 | 12 | |
| $715,145,223 | 1945 | 7 |
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