Santa Fe Advisors

Finance · New Mexico, United States · 11-50 Employees

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Overview

Headquarters

208 Delgado St Ste 1, Santa Fe, New Mexi...

Phone Number

(505) 501-6200

Revenue

$5.3 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Santa Fe Advisors

Santa Fe Advisors, LLC is an investment advisory firm that provides tailored financial planning and investment management services for both individuals and institutions. The firm emphasizes a comprehensive review of clients' financial situations to align investment strategies with their specific goals and objectives. With a focus on integrity, transparency, and expertise, Santa Fe Advisors addresses the unique needs of institutional clients, including corporate governance and fiduciary obligations. The company is registered with the Securities and Exchange Commission and offers educational seminars to discuss market activity and investment themes.Explore more
Santa Fe Advisors's Social MediaPopular SearchesSanta Fe Advisors LLCSanta Fe Advisors, LLC Santa Fe Advisors LLCSanta Fe AdvisorsMuseum of International Folk ArtSIC Code 62,628NAICS Code 52,523Show more

Santa Fe Advisors Org Chart

PhoneEmail
NP
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Vice President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Santa Fe Advisors

$5.3M
11-50
Private
-
2007
NP
Nicholas PlazolaVice President
$6.6M
11-50
Private
-
2014
RC
Ryan CobbChief Operating Officer
$6.3M
11-50
Private
-
1990
SM
Simone MeeksChief Financial Officer
$5.2M
11-50
Private
-
1988
NF
Norman FinePresident & CEO
<$5M
11-50
Private
<$5M
2007
DT
Dennis TraceyManaging Director
<$5M
1-10
Private
-
2003
JD
Jeanne DeitzChief Compliance Officer & Manager, Operations
<$5M
1-10
Private
-
2016
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Santa Fe Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Santa Fe Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Santa Fe Advisors.

Santa Fe Advisors Tech Stack

A closer look at the technologies used by Santa Fe Advisors

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Frequently Asked Questions Regarding Santa Fe Advisors

What is Santa Fe Advisors's official website?
Santa Fe Advisors's official website is www.santafeadvisorsllc.com
What is Santa Fe Advisors's Revenue?
Santa Fe Advisors's revenue is $5.3 Million
What is Santa Fe Advisors's SIC code?
Santa Fe Advisors's SIC: 62,628
What is Santa Fe Advisors's NAICS code?
Santa Fe Advisors's NAICS: 52,523
How many employees does Santa Fe Advisors have?
Santa Fe Advisors has 11-50 employees
What industry does Santa Fe Advisors belong to?
Santa Fe Advisors is in the industry of: Finance, Securities Trading
What is Santa Fe Advisors competition?
Santa Fe Advisors top competitors include: Gerber Taylor, Journey Capital Advisers, Glovista Investments, Financial Partners Capital Management
What technology does Santa Fe Advisors use?
Some of the popular technologies that Santa Fe Advisors uses are: WooCommerce, WordPress.org, PHP, Microsoft 365
How do I contact Santa Fe Advisors?
Santa Fe Advisors contact info: Phone number: (505) 501-6200 Website: www.santafeadvisorsllc.com
What does Santa Fe Advisors do?

Santa Fe Advisors, LLC is an investment advisory firm that provides tailored financial planning and investment management services for both individuals and institutions. The firm emphasizes a comprehensive review of clients' financial situations to align investment strategies with their specific goals and objectives. With a focus on integrity, tran... sparency, and expertise, Santa Fe Advisors addresses the unique needs of institutional clients, including corporate governance and fiduciary obligations. The company is registered with the Securities and Exchange Commission and offers educational seminars to discuss market activity and investment themes.Read More

What are Santa Fe Advisors social media links?
Santa Fe Advisors Linkedin page
Is Santa Fe Advisors a public company?
Santa Fe Advisors is private company therefore does not currently have an official ticker symbol
See more information about Santa Fe Advisors

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