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...
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Assets Under Mgmt

$158.33M

Investment Professionals

4

Locations

0

% 401K & Individual

6%

% Discretionary

94%
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
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