FIRST SANTA FE ADVISORS, LLC

SANTA FE, New Mexico·4 registered advisors·CRD# 143742
SEC# 801-67927(505) 992-2426
01

Firm Overview

AUM
$177M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at FIRST SANTA FE ADVISORS, LLC

4 registered advisors
Barbara Anne Backman
SANTA FE, New Mexico
Jennifer Fulton
SANTA FE, New Mexico
William David Sanders
SANTA FE, New Mexico
William Victor Zaleski
SANTA FE, New Mexico
05

Office Locations

SANTA FE, New Mexico
4 advisors

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Data sourced from SEC Form ADV filings. FIRST SANTA FE ADVISORS, LLC (CRD# 143742) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.