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- Custodian
- Fidelity/NFS ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-11-2014
- Office Locations
- 1
Office Locations
About Santa FE Advisors LLC
Santa Fe Advisors, LLC is an SEC-registered RIA serving individuals/families and institutional clients. The firm provides financial planning and portfolio construction, starting with a comprehensive review of assets, liabilities, cash flow needs, and retirement considerations. For institutions, it supports committee-driven selection and ongoing review aligned to fiduciary governance. Custody includes Fidelity/NFS.
Team overview
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Asset Classes
Client Personas
CRM
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KRISTINA ELISABETH ALLEY
Advisor, Chief Compliance Officer, PARTNER
- CRD
- #2908861
- Ownership
- 25% but less than 50%
DAVID BRUCE KANTOR
Advisor, PARTNER
- CRD
- #2714486
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $112,697,200 | $751,315 |
| Non-Discretionary | $3,443,900 | $3,443,900 |
| Total | $116,141,100 | $769,146 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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