SUN MOUNTAIN CAPITAL ADVISORS, LLC

527 Don Gaspar Avenue
Santa Fe, New Mexico 87505
Tel: 505-780-4218

About SUN MOUNTAIN CAPITAL ADVISORS, LLC

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.

Firm Information

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

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	11	$599,019,302

More Retirement Planning firms in Santa Fe, New Mexico:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Santa Fe, New Mexico

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.