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Building 2PORTFOLIO WEALTH ADVISORS

Map pinALBUQUERQUE, NM
Phone505-884-3445
NotebookSEC #801-68615
Total AUM
$395.5M
Employees
3
Clients
284

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6100 UPTOWN BLVD NE
SUITE 540
ALBUQUERQUE
NM 87110
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
505-884-3445

ReceiptFinancials

Total AUM
$395.5M
Accounts
761
Discretionary
$395.5M
Accounts
761
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
189
AUM
$76.6M
HNW Individual Clients
94
AUM
$316.8M
Investment Advisor Clients
1
AUM
$2.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
FINANCIAL CONSULTING SERVICES
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLNHNMNVNYTXWA

HandshakeAffiliates

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

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