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David Evan Marion

SANTA FE ADVISORS LLC·SANTA FE, New Mexico
Unclaimed Profile
330 GARFIELD STREET, SANTA FE, NM 87501CRD# 2003031Firm CRD# 170872
01

About

David Evan Marion is a registered financial advisor based in SANTA FE, New Mexico, affiliated with SANTA FE ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SANTA FE ADVISORS LLC
SANTA FE ADVISORS LLC
AUM
$171M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at SANTA FE ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2003031
Firm CRD# 170872
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Evan Marion offer?
David Evan Marion specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SANTA FE, New Mexico for a consultation.
What are David Evan Marion's credentials?
David Evan Marion is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Evan Marion located?
David Evan Marion is based in SANTA FE, New Mexico, working with SANTA FE ADVISORS LLC. Their office serves clients in the SANTA FE metropolitan area and surrounding communities.
How does David Evan Marion charge for services?
David Evan Marion's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SANTA FE ADVISORS LLC?
SANTA FE ADVISORS LLC has approximately 5 employees and manages $171M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SANTA FE
Mark Joseph Zinkula — THORNBURG INVESTMENT MANAGEMENT INCJulia Wang Sze — THORNBURG INVESTMENT MANAGEMENT INCKristina Elisabeth Alley — SANTA FE ADVISORS LLCWilliam David Sanders — FIRST SANTA FE ADVISORS, LLCEliot Cutler — THORNBURG INVESTMENT MANAGEMENT INC
Nearby cities in New Mexico
ALBUQUERQUE (99)LAS CRUCES (6)SOCORRO (4)CARLSBAD (2)
City Guides
ALBUQUERQUE GuideLAS CRUCES GuideSOCORRO GuideCARLSBAD Guide
Research
Advisor Fees in New MexicoNational Fee Analysis
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