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 |
---|---|---|---|
$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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