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Building 2SANTA FE ADVISORS LLC

Map pinSANTA FE, NM
Phone505-501-6200
NotebookSEC #801-113760
Total AUM
$116.1M
Employees
5
Clients
60

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
330 GARFIELD STREET
STE. 301
SANTA FE
NM 87501
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
505-501-6200

ReceiptFinancials

Total AUM
$116.1M
Accounts
151
Discretionary
$112.7M
Accounts
150
Non-Discretionary
$3.4M
Accounts
1

ContactClients

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Individual Clients
7
AUM
$4.3M
HNW Individual Clients
52
AUM
$105.2M
Charitable Organization Clients
1
AUM
$6.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NM

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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