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Home > Retirement Planners > new mexico > santa fe > SANTA FE ADVISORS LLC
SANTA FE ADVISORS LLC
330 Garfield Street
Ste. 301
Santa Fe, New Mexico 87501
Tel: 505-501-6200
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 Status | Approved |
|---|---|
| Firm CRD# | 170872 |
| SEC# | 801-113760 |
| Assets Managed by Firm | $170,827,000 |
| No. of Clients | 225 |
| No. of Advisors | 5 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 225 | $170,827,000 |
| Individuals (other than high net worth individuals) | 15 | $5,350,000 |
| High net worth individuals | 75 | $156,124,000 |
| Pension and profit sharing plans | Fewer than 5 clients | $3,535,000 |
| Charitable organizations | Fewer than 5 clients | $5,818,000 |
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