Sweta
Singh
City Different Investments
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About this Advisor
Sweta Singh is a financial advisor working out of Santa Fe, New Mexico with 2 years of relevant experience. Singh is an advisor for City Different Investments. Over the course of their career, they have held roles at Thornburg Investment Management, Inc, Breckinridge Capital Advisors, Wilkins Investment Counsel, Inc and City Different Investments. Singh holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Massachusetts and New Mexico. City Different Investments is a firm based in Santa Fe, NM. The company has a total of 13 employees. It controls $157 million in assets among its 69 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 69 client accounts, 96% are associated with high-net-worth individuals who have more than $1 million in investable assets. The firm has a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees vary depending on the services. Fees charged by City Different Investments can include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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City Different Investments Brokerage Details
$156,966,651
13
69
$2,274,879
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Sweta Singh Work History
Sweta has been registered as a financial advisor for 2 years.*
City Different Investments
Wilkins Investment Counsel, Inc
Thornburg Investment Management, Inc
Breckinridge Capital Advisors
*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 Sweta Singh 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
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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