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SANTA FE PARTNERS LLC
SANTA FE PARTNERS LLC
SANTA FE, New Mexico
·
5 registered advisors
·
CRD# 132840
SEC# 801-63591
505-989-8180
01
Firm Overview
AUM
$849M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at SANTA FE PARTNERS LLC
5 registered advisors
James Douglas Leatherberry
SANTA FE, New Mexico
CRD# 1257519
Mari Reeves Kooi
SANTA FE, New Mexico
CRD# 1448902
Mary Merker Leatherberry
SANTA FE, New Mexico
CRD# 6460025
Peter Allen Kooi
SANTA FE, New Mexico
CRD# 6459778
Thomas Earl Zimmerman
SANTA FE, New Mexico
CRD# 1785424
05
Office Locations
SANTA FE, New Mexico
5 advisors
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Data sourced from SEC Form ADV filings. SANTA FE PARTNERS LLC (CRD# 132840) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.