Stoneharbor Investment Group, LLC

Stoneharbor Investment Group, LLC (CRD# 119982) is a financial advisory firm headquartered in Santa Fe, NM. They manage $49,742,530 in 84 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    84
    ACCOUNTS
  • Average Account Value
    $592,173
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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.

MA, ME, NM, TX

Financial Advisors at Stoneharbor Investment Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
David C. Altenburg
CRD#: 4138714
Bath, ME
93
Wealthminder
score

David Altenburg (CRD# 4138714) is an Investment Advisor Representative working at Stoneharbor Investment Group, LLC in Bath, ME and has over 6 years of experience in the finance industry.

2
Stewart A. Gardner
CRD#: 4409665
433 Paseo De Peralta, Santa Fe, NM 87501
93
Wealthminder
score

Stewart Gardner (CRD# 4409665) is an Investment Advisor Representative working at Stoneharbor Investment Group, LLC in Santa Fe, NM and has over 15 years of experience in the finance industry.

3
Stephen E. Spence
CRD#: 2644484
433 Paseo De Peralta, Santa Fe, NM 87501
93
Wealthminder
score

Stephen Spence (CRD# 2644484) is an Investment Advisor Representative working at Stoneharbor Investment Group, LLC in Santa Fe, NM and has over 21 years of experience in the finance industry.

4
Jean P. Arrossa
CRD#: 6239874
433 Paseo De Peralta, Santa Fe, NM 87501
89
Wealthminder
score

Jean Arrossa (CRD# 6239874) is an Investment Advisor Representative working at Stoneharbor Investment Group, LLC in Santa Fe, NM and has over 3 years of experience in the finance industry.

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