AdvisorOS Directory
Claim Profile
JL

James Douglas Leatherberry

SANTA FE PARTNERS LLC·SANTA FE, New Mexico
Unclaimed Profile
1512 PACHECO STREET, SANTA FE, NM 87505CRD# 1257519Firm CRD# 132840
01

About

James Douglas Leatherberry is a registered financial advisor based in SANTA FE, New Mexico, affiliated with SANTA FE PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
SANTA FE PARTNERS LLC
SANTA FE PARTNERS LLC
AUM
$849M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at SANTA FE PARTNERS LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1257519
Firm CRD# 132840
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SANTA FE?

Browse all registered financial advisors in SANTA FE, New Mexico or claim this profile if it's yours.

Browse SANTA FE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does James Douglas Leatherberry offer?
James Douglas Leatherberry specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SANTA FE, New Mexico for a consultation.
What are James Douglas Leatherberry's credentials?
James Douglas Leatherberry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Douglas Leatherberry located?
James Douglas Leatherberry is based in SANTA FE, New Mexico, working with SANTA FE PARTNERS LLC. Their office serves clients in the SANTA FE metropolitan area and surrounding communities.
How does James Douglas Leatherberry charge for services?
James Douglas Leatherberry's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SANTA FE PARTNERS LLC?
SANTA FE PARTNERS LLC has approximately 7 employees and manages $849M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SANTA FE
Mark Joseph Zinkula — THORNBURG INVESTMENT MANAGEMENT INCJulia Wang Sze — THORNBURG INVESTMENT MANAGEMENT INCKristina Elisabeth Alley — SANTA FE ADVISORS LLCDavid Evan Marion — 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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile