Daniel
Martinez

Thornburg Investment Management Inc

CRD#6283443
Investment Advisor
in Santa Fe, NM

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About this Advisor

Daniel Martinez is a financial advisor based out of Santa Fe, New Mexico with a total of 9 years of industry experience. Martinez currently works for Thornburg Investment Management Inc. Throughout their career, Martinez has worked at Thornburg Investment Management, Inc, Washington Federal and New Mexico Public Regulations Commission. Martinez holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in New Mexico. Thornburg Investment Management Inc is a financial advisory business based in Santa Fe, NM. It controls $39 billion in assets under management among its 658 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 12 charities and foundations. Of its 658 accounts, 65% belong to high-net-worth clients who have at least $1 million in assets. The company provides a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial advisory fees usually are based on the services provided. Fee types billed by Thornburg Investment Management Inc likely include some blend of asset-based and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

9 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

2300 North Ridgetop Road
Santa Fe, NM 87506

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Thornburg Investment Management Inc Brokerage Details

Total Assets Under Management

$38,735,282,461

NM Average: $3,612,835,751
Total Number of Employees

204

NM Average: 18
Total Number of Accounts

658

NM Average: 517
Average Account Size

$58,868,210

NM Average: $6,988,077

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Daniel Martinez Work History

Daniel has been registered as a financial advisor for 9 years.*

2013 - Present (11 years)

Thornburg Investment Management, Inc

2013 - 2013 (< 1 year)

Washington Federal

2013 - 2013 (< 1 year)

New Mexico Public Regulations Commission

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Daniel Martinez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Thornburg Investment Management Inc

Elijah King
Santa Fe, NM
Tyler Jenkins
Santa Fe, NM
John Hackett
Santa Fe, NM
Brian Ridgeway
Santa Fe, NM
Danielle Morrison
Denver, CO
Mahmut Arikan
Santa Fe, NM
Carolyn Ives
Santa Fe, NM
Daniel Martinez
Santa Fe, NM

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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