Santa Fe Advisors LLC

Santa Fe Advisors LLC (CRD# 170872) is a financial advisory firm headquartered in Santa Fe, NM. They manage $95,057,000 in 170 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    170
    ACCOUNTS
  • Average Account Value
    $559,159
Compensation Options
  • A percentage of assets under your management
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NM

Financial Advisors at Santa Fe Advisors LLC
Showing 1 - 3 of 3 top financial advisors.
1
Kristina E. Alley
CRD#: 2908861
208 Delgado Street, Ste. 1, Santa Fe, NM 87501
96
Wealthminder
score

Kristina Alley (CRD# 2908861) is an Investment Advisor Representative working at Santa Fe Advisors LLC in Santa Fe, NM and has over 19 years of experience in the finance industry. Kristina Alley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David E. Marion
CRD#: 2003031
208 Delgado Street, Ste. 1, Santa Fe, NM 87501
96
Wealthminder
score

David Marion (CRD# 2003031) is an Investment Advisor Representative working at Santa Fe Advisors LLC in Santa Fe, NM and has over 26 years of experience in the finance industry.

3
David B. Kantor
CRD#: 2714486
208 Delgado Street, Ste. 1, Santa Fe, NM 87501
93
Wealthminder
score

David Kantor (CRD# 2714486) is an Investment Advisor Representative working at Santa Fe Advisors LLC in Santa Fe, NM and has over 5 years of experience in the finance industry.

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