Adviser Profile
| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 03/03/2025 |
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| Former registrations | |
| ADV Location | SANTA FE, NM, United States |
| Contact Info | 505 xxxxxxx |
| AUM* | 130,326,433 12% |
| of that, discretionary | 130,326,433 12% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 620,602 8% |
| % High Net Worth | 13.56% 4% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
130M
112M
93M
74M
56M
37M
19M
2025
2026
Private Funds
No private funds