Santa Fe Advisors LLC

Santa Fe Advisors LLC (CRD# 170872) is a financial advisory firm headquartered in Santa Fe, NM. They manage $170,827,000 in 225 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
330 Garfield Street, Ste. 301, Santa Fe, NM 87501
http://www.santafeadvisorsllc.com
By the Numbers
  • Total Assets Under Management
    171
    MILLION
  • Total Number of Accounts
    225
    ACCOUNTS
  • Average Account Value
    $759,231
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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.

NM

Financial Advisors at Santa Fe Advisors LLC
Showing 1 - 3 of 3 top financial advisors.
1
Kristina Alley, financial advisor Santa Fe NM
Kristina E. Alley
CRD#: 2908861
330 Garfield Street, Ste. 301, Santa Fe, NM 87501

Kristina Alley (CRD# 2908861) 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.

2
David Kantor, financial advisor Santa Fe NM
David B. Kantor
CRD#: 2714486
330 Garfield Street, Ste. 301, Santa Fe, NM 87501

David Kantor (CRD# 2714486) is an Investment Advisor Representative working at Santa Fe Advisors LLC in Santa Fe, NM and has over 13 years of experience in the finance industry.

3
David Marion, financial advisor Santa Fe NM
David E. Marion
CRD#: 2003031
330 Garfield Street, Ste. 301, Santa Fe, NM 87501

David Marion (CRD# 2003031) is an Investment Advisor Representative working at Santa Fe Advisors LLC in Santa Fe, NM and has over 33 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals