Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
29 advisors
Number of Clients
705 clients
Average Client Portfolio
$64.2M average
Assets Under Management
$45.3B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
Loading...

Location

2300 North Ridgetop Road, Santa Fe, NM, 87506

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Thornburg Investment Management INC
April 2013 - Present · 12 yrs 10 mos
Previous Registrations
Thornburg Securities LLCBroker
April 2013 - October 2025 · 12 yrs 6 mos
Edward Jones
September 2012 - October 2012 · 1 mo
Edward JonesBroker
August 2012 - October 2012 · 2 mos
State Registrations1 state
NM
Advisor
Exams
No exam information available for this advisor.