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Building 2FIRST SANTA FE ADVISORS, LLC

Map pinSANTA FE, NM
Phone(505) 992-2426
NotebookSEC #801-67927
Total AUM
$177.5M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
62 LINCOLN AVENUE
SANTA FE
NM 87501
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
(505) 992-2426

ReceiptFinancials

Total AUM
$177.5M
Accounts
345
Discretionary
$86.9M
Accounts
152
Non-Discretionary
$90.6M
Accounts
193

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NMTX

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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