Sun Mountain Capital Advisors, LLC

Sun Mountain Capital Advisors, LLC (CRD# 151477) is a financial advisory firm headquartered in Santa Fe, NM. They manage $599,019,302 in 11 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
527 Don Gaspar Avenue, Santa Fe, NM 87505
http://www.sunmountaincapital.com
By the Numbers
  • Total Assets Under Management
    599
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $54,456,300
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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, WA, WI

Financial Advisors at Sun Mountain Capital Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Brian Birk, financial advisor Santa Fe NM
Brian P. Birk
CRD#: 5857146
527 Don Gaspar Avenue, Santa Fe, NM 87505

Brian Birk (CRD# 5857146) is an Investment Advisor Representative working at Sun Mountain Capital Advisors, LLC in Santa Fe, NM and has over 11 years of experience in the finance industry.

2
Sally Corning, financial advisor Santa Fe NM
Sally A. Corning
CRD#: 1516418
527 Don Gaspar Avenue, Santa Fe, NM 87505

Sally Corning (CRD# 1516418) is an Investment Advisor Representative working at Sun Mountain Capital Advisors, LLC in Santa Fe, NM and has over 12 years of experience in the finance industry.

3
Lee Rand, financial advisor Santa Fe NM
Lee M. Rand
CRD#: 5857152
527 Don Gaspar Avenue, Santa Fe, NM 87505

Lee Rand (CRD# 5857152) is an Investment Advisor Representative working at Sun Mountain Capital Advisors, LLC in Santa Fe, NM and has over 10 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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