1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ALLOCCA & BRUNETT,INC

Map pinSANTA FE, NM
Phone505-988-9739
NotebookSEC #801-48330
Total AUM
$75.9M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1549 ST FRANCIS DR
SANTA FE
NM 87505
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
505-988-9739

ReceiptFinancials

Total AUM
$75.9M
Accounts
1,063
Discretionary
$54.2M
Accounts
541
Non-Discretionary
$21.7M
Accounts
522

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NM

HandshakeAffiliates

View all affiliates →

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

Feature requires an account