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SANTA FE ADVISORS LLC

330 Garfield Street
Ste. 301
Santa Fe, New Mexico 87501
Tel: 505-501-6200

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About SANTA FE ADVISORS LLC

SANTA FE ADVISORS LLC, formally registered with the SEC as SANTA FE ADVISORS LLC. The firm was established in 07/27/2018. They have over 1 offices throughout the country.

SANTA FE ADVISORS LLC is a Santa Fe, New Mexico based Financial Planning firm with nearly $170,827,000 assets under management, offering retirement planning & investment advisory services to 225 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#170872
SEC#801-113760
Assets Managed by Firm$170,827,000
No. of Clients225
No. of Advisors5

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total225$170,827,000
Individuals (other than high net worth individuals)15$5,350,000
High net worth individuals75$156,124,000
Pension and profit sharing plansFewer than 5 clients$3,535,000
Charitable organizationsFewer than 5 clients$5,818,000

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