First Santa Fe Advisors, LLC is a large advisory firm based in Santa Fe. It manages $177.48 million of regulatory assets for 345 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of New Mexico and Texas.
First Santa Fe Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of First Santa Fe Advisors, LLC is $177.48 million. The firm's AUM has grown by 10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay First Santa Fe Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where First Santa Fe Advisors, LLC performs its advisory services is located at 62 Lincoln Avenue, Santa Fe, NM 87501, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (505) 992-2426 or by fax 505-984-7444. The normal business hours are 8:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.firstsantafewealth.com.