City Different Investments

City Different Investments (CRD# 310982) is a financial advisory firm headquartered in Santa Fe, NM. They manage $114,585,236 in 91 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
925 Paseo De Peralta, Santa Fe, NM 87501
https://www.linkedin.com/company/city-different-investments/
By the Numbers
  • Total Assets Under Management
    115
    MILLION
  • Total Number of Accounts
    91
    ACCOUNTS
  • Average Account Value
    $1,259,178
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, MA, NJ, NM, PA, TX

Financial Advisors at City Different Investments
Showing 1 - 8 of 8 top financial advisors.
1
Connor Browne, financial advisor Santa Fe NM
Connor R. Browne
CRD#: 4441922
925 Paseo De Peralta, Santa Fe, NM 87501

Connor Browne (CRD# 4441922) is an Investment Advisor Representative working at City Different Investments in Santa Fe, NM and has over 22 years of experience in the finance industry.

2
Robert Macdonald, financial advisor Santa Fe NM
Robert M. Macdonald
CRD#: 5387458
925 Paseo De Peralta, Santa Fe, NM 87501

Robert Macdonald (CRD# 5387458) is an Investment Advisor Representative working at City Different Investments in Santa Fe, NM and has over 16 years of experience in the finance industry.

3
Joel Van Essen, financial advisor Santa Fe NM
Joel B. Van Essen
CRD#: 6265662
925 Paseo De Peralta, Santa Fe, NM 87501

Joel Van Essen (CRD# 6265662) is an Investment Advisor Representative working at City Different Investments in Santa Fe, NM and has over 9 years of experience in the finance industry.

4
Corey Dry, financial advisor Santa Fe NM
Corey A. Dry
CRD#: 6319575
925 Paseo De Peralta, Santa Fe, NM 87501

Corey Dry (CRD# 6319575) is an Investment Advisor Representative working at City Different Investments in Santa Fe, NM and has over 9 years of experience in the finance industry.

5
Jong Hsien Lim, financial advisor Santa Fe NM
Jong Hsien Lim
CRD#: 7282036
925 Paseo De Peralta, Santa Fe, NM 87501

Jong Hsien Lim (CRD# 7282036) is an Investment Advisor Representative working at City Different Investments in Santa Fe, NM and has over 3 years of experience in the finance industry.

6
Christopher Ryon, financial advisor Santa Fe NM
Christopher M. Ryon
CRD#: 1566540
925 Paseo De Peralta, Santa Fe, NM 87501

Christopher Ryon (CRD# 1566540) is an Investment Advisor Representative working at City Different Investments in Santa Fe, NM and has over 12 years of experience in the finance industry.

7
Sweta Singh, financial advisor Santa Fe NM
Sweta Singh
CRD#: 6568981
925 Paseo De Peralta, Santa Fe, NM 87501

Sweta Singh (CRD# 6568981) is an Investment Advisor Representative working at City Different Investments in Santa Fe, NM and has over 7 years of experience in the finance industry.

8
Wayne Walden, financial advisor Santa Fe NM
Wayne V. Walden
CRD#: 3043304
925 Paseo De Peralta, Santa Fe, NM 87501

Wayne Walden (CRD# 3043304) is an Investment Advisor Representative working at City Different Investments in Santa Fe, NM and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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