$55.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-18-2012
- Office Locations
- 1
Office Locations
-- Santa FE NM
About Keith Kelvin Anderson
Keith K. Anderson is an independent investment advisor in Santa Fe, NM, partnering with clients to align an investment plan with their broader life plan. The firm provides ongoing guidance, monitoring, and discipline, with a focus on asset allocation and portfolio construction using mutual funds and ETFs, plus insurance-related planning support. Custody relationships include Schwab and Fidelity/NFS.
Team overview
-- AVG AGE
$55.0M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
9 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
14yrs Firm Age
Insights
Available
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
K
KEITH KELVIN ANDERSON
Chief Compliance Officer, Financial Advisor, General Partner, Owner
- CRD
- #2296552
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | $762,712 |
| Non-Discretionary | $55,000,000 | -- |
| Total | $55,000,000 | $762,712 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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