David
Marion
Santa Fe Advisors LLC
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About this Advisor
David Marion is a financial advisor based in Santa Fe, New Mexico, working with Santa Fe Advisors LLC. David has previously held a position at Santa Fe Advisors, LLC. David has passed the Series 63 regulatory exam and is registered to provide services in New Mexico and Texas. Currently, David is part of Santa Fe Advisors LLC, which operates out of Santa Fe, New Mexico. The firm has 5 employees and manages assets totaling $170.8 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Santa Fe Advisors LLC includes asset-based and fixed fees.
Certifications and Registrations
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Santa Fe Advisors LLC Brokerage Details
$170,827,000
5
225
$759,231
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
David Marion Work History
Santa Fe Advisors, LLC
Disclosures
Please visit the SEC profile of David Marion 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 Santa Fe Advisors LLC
Santa Fe, NM
Santa Fe, NM
Santa Fe, NM
The content in this profile was updated by SmartAsset on 6/19/2024. 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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