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Mari Reeves Kooi

SANTA FE PARTNERS LLC·SANTA FE, New Mexico
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1512 PACHECO STREET, SANTA FE, NM 87505CRD# 1448902Firm CRD# 132840
01

About

Mari Reeves Kooi 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# 1448902
Firm CRD# 132840
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mari Reeves Kooi offer?
Mari Reeves Kooi specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SANTA FE, New Mexico for a consultation.
What are Mari Reeves Kooi's credentials?
Mari Reeves Kooi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mari Reeves Kooi located?
Mari Reeves Kooi 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 Mari Reeves Kooi charge for services?
Mari Reeves Kooi'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.
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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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