THORNBURG INVESTMENT MANAGEMENT INC
Santa Fe, NM
AUM
$54.45B
Wealth MgmtTrusts & EstatesInstitutional
Team
40 advisors
Clients
—
Fees
Percentage of AUM
505-467-7283
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NM, SANTA FE
9 advisers found
CITY DIFFERENT INVESTMENTS
Santa Fe, NM
AUM
$244.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
505-416-4550
FINANCIAL PARTNERS, LLC
Santa Fe, NM
AUM
$181.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
505-795-7910
HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC.
Santa Fe, NM
AUM
$151.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
505-982-9661
SANTA FE ADVISORS LLC
Santa Fe, NM
AUM
$116.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
505-501-6200
G. ALLEN FINANCIAL INC.
Santa Fe, NM
AUM
$101.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
505-466-3550
MARKET GAUGE ASSET MANAGEMENT
Santa Fe, NM
AUM
$18.7M
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
505.603.1277
HIGHROCKS WEALTH, LLC
Santa Fe, NM
AUM
$6.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
(505) 920-0162
ALTAMIRA FINANCIAL GROUP, LLC
Santa Fe, NM
AUM
$130.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
505-477-3334
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