Santa Fe Advisors LLC is a large advisory firm based in Santa Fe. It manages $113.19 million of regulatory assets for 183 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Colorado, New Mexico, and Texas.
Santa Fe Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Santa Fe Advisors LLC is $113.19 million. The firm's AUM has gone down by -1% since the beginning of its operation, and $1.01 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Santa Fe Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Santa Fe Advisors is high net worth individuals with 59 clients and $96.64 million of assets under management. Among the 8 most similar advisory firms, Santa Fe Advisors has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $110.66 million for 85 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Santa Fe Advisors doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Santa Fe Advisors LLC performs its advisory services is located at 208 Delgado Street, Santa Fe, NM 87501 The mailing address of the firm is Po Box 1471, Santa Fe, NM 87504. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 505-501-6200 or by fax 505-501-6220. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at santafeadvisorsllc.com.