City Different Investments, a local investment advisory firm headquartered in Santa Fe, NM, is dedicated to providing exceptional financial services and investment strategies. With two offices strategically located, they offer convenient access to their clients throughout the area.
With over 0 individual clients and a remarkable $156,967,000 in assets under management, City Different Investments showcases its expertise in managing diverse portfolios. The firm is committed to discretionary asset management, with 37% of the assets they oversee falling under this category. This approach allows them to make informed decisions aligned...
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Assets Under Mgmt
$156.97M
Investment Professionals
8
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Performance-based fees
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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