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Santa Fe Advisors Llc
Santa Fe, New Mexico
Santa Fe Advisors LLC is a small investment advisory firm headquartered in Santa Fe, NM. With a team of five dedicated professionals, four of whom specialize in investment advisory services, the firm offers comprehensive financial solutions to a diverse clientele. The average assets under management per investment advisor stand at approximately $59,600,000, aligning with industry standards.
Santa Fe Advisors LLC caters primarily to high-net-worth individuals, managing over $158,333,000 in assets for more than 20 individual clients. While a minority of their assets (less than 30%) are allocated to 401K and individual accounts, th...see more
Assets Under Mgmt
$158.33M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Reviews for Santa Fe Advisors Llc
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