Overview
Assets Under Management: $327 million
Headquarters: SANTA FE, NM
High-Net-Worth Clients: 85
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 85
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.58
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 925
Discretionary Accounts: 925
Regulatory Filings
CRD Number: 172980
Filing ID: 1978143
Last Filing Date: 2025-04-30 13:53:00
Website: https://bettermoneydecisions.com