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SANTA FE ADVISORS LLC
CRD 170872 · SEC 801-113760
330 GARFIELD STREET, STE. 301, SANTA FE, NM, 87501, United States
Phone
505-501-6200
Fax
505-501-6220
Registration
— (—)
Source
State registered
Total AUM
$116.1M
Discretionary AUM
$112.7M
Team
5 total employees; 4 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $4.3M |
| High net worth individuals | 52 | $105.2M |
All web addresses on file
Official SEC filing: View on IAPD