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
By the Numbers
-
Total Assets Under Management15MILLION
-
Total Number of Accounts6ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Santa Fe' Wealth Management
1
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.
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