Overview
Assets Under Management: $174 million
Headquarters: ALBUQUERQUE, NM
High-Net-Worth Clients: 54
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.71
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 539
Discretionary Accounts: 398
Non-Discretionary Accounts: 141
Regulatory Filings
CRD Number: 159402
Last Filing Date: 2025-02-18 00:00:00
Website: https://sandiawealth.com