Michelle
Nowfel

City Different Investments

CRD#4810002
Investment Advisor
in Santa Fe, NM

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About this Advisor

Michelle Nowfel is a financial advisor operating in Santa Fe, New Mexico with a total of 1 year of relevant experience. Nowfel currently works for City Different Investments. During their career, the advisor has held roles at Thornburg Securities Corp and City Different Investments. Nowfel has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to advise clients in New Mexico. City Different Investments is a financial advisory business headquartered in Santa Fe, NM. The company has a total of 13 advisors. It has $157 million in total assets across its 69 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 69 accounts, 96% are associated with high-net-worth clients who have more than $1 million in investable assets. City Different Investments offers a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely are based on which services are offered. However, fees charged by City Different Investments likely consist of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

925 Paseo De Peralta
Santa Fe, NM 87501

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City Different Investments Brokerage Details

Total Assets Under Management

$156,966,651

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

13

NM Average: 18
Total Number of Accounts

69

NM Average: 517
Average Account Size

$2,274,879

NM Average: $6,988,077

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Michelle Nowfel Work History

Michelle has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

City Different Investments

2007 - 2022 (15 years)

Thornburg Securities Corp

*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 Michelle Nowfel 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 City Different Investments

Joel Van Essen
Santa Fe, NM
Jong Hsien Lim
Santa Fe, NM
Robert Macdonald
Santa Fe, NM
Sweta Singh
Santa Fe, NM
Christopher Ryon
Santa Fe, NM
Michelle Nowfel
Santa Fe, NM
Wayne Walden
Santa Fe, NM
Connor Browne
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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