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Building 2BETTER MONEY DECISIONS

Map pinSANTA FE, NM
Phone844-507-0961
NotebookSEC #801-115227
Total AUM
$326.8M
Employees
8
Clients
322

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
460 ST. MICHAEL'S DRIVE
SUITE 902
SANTA FE
NM 87505
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
844-507-0961
Other Offices
10

ReceiptFinancials

Total AUM
$326.8M
Accounts
925
Discretionary
$326.8M
Accounts
925
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
230
AUM
$129.6M
HNW Individual Clients
85
AUM
$194.7M
Charitable Organization Clients
7
AUM
$2.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAMAMINHNMOHORTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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