City Different Investments
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Overview
City Different Investments operates as a financial advisor firm based in Santa Fe, New Mexico. The firm oversees $157.0 million in assets across 69 client accounts, making it a mid-tier investment advisory firm in the country by assets under management (AUM). City Different Investments has a small team, including 8 financial advisors. City Different Investments does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments like options, stocks and bonds.
City Different Investments manages 67 of the company's client assets in a discretionary manner. Discretionary management means that a portfolio manager makes transaction choices without requiring client consent. The firm also manages two non-discretionary accounts with a total of $98.7 million in assets. The advisory firm administers an average of $2.3 million in assets for each client account. The typical advisor at City Different Investments manages about nine client accounts, placing it among the more individualized advisor firms in the country.
City Different Investments's main office is located at 925 Paseo De Peralta, Santa Fe, New Mexico 87501. The company is legally allowed to serve customers throughout a number of states, including Massachusetts, New Jersey and New Mexico.
Assets Under Management
Number of Advisors
Disclosures
Office Location
City Different Investments by the Numbers
$157.0 million
13
69
$2.3 million
Products and Services
City Different Investments offers multiple services, which can include portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. City Different Investments does not sell products or offer services apart from investment advice to its investment advisory customers.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees largely vary depending on the type of financial services provided. However, fee types charged by the company may include the following fee types: asset-based or performance-based. City Different Investments does not provide a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with high net worth investors and pooled investment vehicles. Out of its 69 accounts, City Different Investments's largest client type by number of accounts is high net worth investors, but it also manages money for 27 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 96.43%
- Other Individuals - 0%
- Corporations - 3.57%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
City Different Investments does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at City Different Investments
Santa Fe, NM
Santa Fe, NM
Santa Fe, NM
Santa Fe, NM
Santa Fe, NM
Santa Fe, NM
Santa Fe, NM
Santa Fe, NM
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