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Joshua Gotbaum

THORNBURG INVESTMENT MANAGEMENT INC·SANTA FE, New Mexico
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2300 NORTH RIDGETOP ROAD, SANTA FE, NM 87506CRD# 2032111Firm CRD# 106357
01

About

Joshua Gotbaum is a registered financial advisor based in SANTA FE, New Mexico, affiliated with THORNBURG INVESTMENT MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
THORNBURG INVESTMENT MANAGEMENT INC
THORNBURG INVESTMENT MANAGEMENT INC
AUM
$41.8B
Regulatory assets under management
Employees
202
Total firm employees
View all advisors at THORNBURG INVESTMENT MANAGEMENT INC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2032111
Firm CRD# 106357
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joshua Gotbaum offer?
Joshua Gotbaum specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SANTA FE, New Mexico for a consultation.
What are Joshua Gotbaum's credentials?
Joshua Gotbaum is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua Gotbaum located?
Joshua Gotbaum is based in SANTA FE, New Mexico, working with THORNBURG INVESTMENT MANAGEMENT INC. Their office serves clients in the SANTA FE metropolitan area and surrounding communities.
How does Joshua Gotbaum charge for services?
Joshua Gotbaum'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 THORNBURG INVESTMENT MANAGEMENT INC?
THORNBURG INVESTMENT MANAGEMENT INC has approximately 202 employees and manages $41.8B 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 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
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