Santa Fe' Wealth Management

Santa Fe' Wealth Management (CRD# 140810) is a financial advisory firm headquartered in San Diego, CA. They manage $15,000,000 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5755 Oberlin Drive, Suite 301, San Diego, CA 92121
http://www.santafewealth.com
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $2,500,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Santa Fe' Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Donald Haskell, financial advisor San Diego CA
Donald J. Haskell
CRD#: 239370
5755 Oberlin Drive, Suite 301, San Diego, CA 92121

Donald Haskell (CRD# 239370) is an Investment Advisor Representative working at Santa Fe' Wealth Management in San Diego, CA and has over 21 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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