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Below is the list of Top 10 Investment Management Startups And Companies in New Mexico ranked based on company size, client reviews, services, and awards.
Industry: Investment Management
Location: New Mexico
Company Size: 1-10
Company Address: 2055 South Pacheco Street, Santa Fe, New Mexico, United States
New Mexico State Investment Council, Endowment Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Jodi Porter | Director Of Communications | |||
Jodi Porter | Director Of Communications | |||
Alexandria Smith | Manager Of Strategic Planning And Special Projects, Office Of The Secretary | |||
Alexandria Smith | Manager Of Strategic Planning And Special Projects, Office Of The Secretary | |||
Isabel Jaurequi-maestas | Family Assistance Analyst | |||
Marcos Lujan | Management Analyst | |||
Marcos Lujan | Management Analyst |
Industry: Investment Management
Location: New Mexico
Website: redwstanley.com
Company Founded: 1997
Company Size: 11-50
Redw Stanley Financial Advisors Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Robert Elzholz | Senior Investment Manager | |||
Ross Nettles | Tax And Investment Manager | |||
Ross Nettles | Tax And Investment Manager | |||
David Akerson | Senior Investment Advisor, Aif | |||
David Akerson | Senior Investment Advisor, Aif | |||
Myrond Muskett | Senior Audit Associate | |||
Myrond Muskett | Senior Audit Associate |
Industry: Investment Management
Location: New Mexico
Website: crowfa.com
Company Size: 1-10
Company Address: 8210 Louisiana Boulevard Northeast, Albuquerque, New Mexico, United States
Crow Financial Advisors Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Tom Crow | President And Owner | |||
Tom Crow | President And Owner | |||
Christian Cka | Financial Advisor | |||
Christian Cka | Financial Advisor |
Industry: Investment Management
Location: New Mexico
Website: uasinc.org
Company Founded: 1985
Company Size: 11-50
Company Address: 7601 Jefferson Street Northeast, Albuquerque, New Mexico, United States
Uas Wealth Advisors Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Austin Mcdaniel | Partner | |||
Austin Mcdaniel | Partner | |||
Taylor Gallegos | Financial Planning Analyst | |||
Taylor Gallegos | Financial Planning Analyst |
Avalon Trust Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Cody Cravens | Operations Manager | |||
Cody Cravens | Operations Manager | |||
Julia Peters | Senior Vice President | |||
Julia Peters | Senior Vice President | |||
Margot Warner | Client Relations | |||
Margot Warner | Client Relations | |||
Rhonda Petty | Office Manager |
Industry: Investment Management
Location: New Mexico
Website: redwwealth.com
Company Founded: 1997
Company Size: 11-50
Redw Wealth Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Bernadine Sanchez | Operations Manager And Investment Analyst | |||
Bernadine Sanchez | Operations Manager And Investment Analyst |
Industry: Investment Management
Location: New Mexico
Website: dxd.capital
Company Founded: 2020
Company Size: 1-10
Company Address: 1716 Central Avenue Southwest, Albuquerque, New Mexico, United States
Dxd Capital Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Maria Otero | Financial Controller | |||
Maria Otero | Financial Controller |
Industry: Investment Management
Location: New Mexico
Company Size: 1-10
Company Address: 4906 Alameda Boulevard Northeast, Albuquerque, New Mexico, United States
Universal Advisory Services Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Matt Keller | Chief Executive Officer, Certified Financial Plannerâ Practitioner | |||
Matt Keller | Chief Executive Officer, Certified Financial Plannerâ Practitioner |
Industry: Investment Management
Location: New Mexico
Website: spenceassetmanagement.com
Company Founded: 1992
Company Size: 1-10
Company Address: 3529 Foothills Road, Las Cruces, New Mexico, United States
Spence Asset Management Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Scott Kozney | Senior Analyst And Portfolio Manager |
Industry: Investment Management
Location: New Mexico
Website: marketspacefinancial.com
Company Size: 1-10
United Capital-albuquerque Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Richard Follingstad | Principal | |||
Richard Follingstad | Principal | |||
Marilyn Furey | Administrator Assistant At Marketspace Financial, Inc | |||
Marilyn Furey | Administrator Assistant At Marketspace Financial, Inc |
No. | Name | Company | Job Title | Phone | ||
---|---|---|---|---|---|---|
1 | Jodi Porter | New Mexico State Investment Council, Endowment | Director Of Communications | |||
2 | Jodi Porter | New Mexico State Investment Council, Endowment | Director Of Communications | |||
3 | Alexandria Smith | New Mexico State Investment Council, Endowment | Manager Of Strategic Planning And Special Projects, Office Of The Secretary | |||
4 | Alexandria Smith | New Mexico State Investment Council, Endowment | Manager Of Strategic Planning And Special Projects, Office Of The Secretary | |||
5 | Isabel Jaurequi-maestas | New Mexico State Investment Council, Endowment | Family Assistance Analyst | |||
6 | Marcos Lujan | New Mexico State Investment Council, Endowment | Management Analyst | |||
7 | Marcos Lujan | New Mexico State Investment Council, Endowment | Management Analyst | |||
8 | Robert Elzholz | Redw Stanley Financial Advisors Llc | Senior Investment Manager | |||
9 | Ross Nettles | Redw Stanley Financial Advisors Llc | Tax And Investment Manager | |||
10 | Ross Nettles | Redw Stanley Financial Advisors Llc | Tax And Investment Manager | |||
11 | David Akerson | Redw Stanley Financial Advisors Llc | Senior Investment Advisor, Aif | |||
12 | David Akerson | Redw Stanley Financial Advisors Llc | Senior Investment Advisor, Aif | |||
13 | Myrond Muskett | Redw Stanley Financial Advisors Llc | Senior Audit Associate | |||
14 | Myrond Muskett | Redw Stanley Financial Advisors Llc | Senior Audit Associate | |||
15 | Tom Crow | Crow Financial Advisors | President And Owner | |||
16 | Tom Crow | Crow Financial Advisors | President And Owner | |||
17 | Christian Cka | Crow Financial Advisors | Financial Advisor | |||
18 | Christian Cka | Crow Financial Advisors | Financial Advisor | |||
19 | Austin Mcdaniel | Uas Wealth Advisors | Partner | |||
20 | Austin Mcdaniel | Uas Wealth Advisors | Partner | |||
21 | Taylor Gallegos | Uas Wealth Advisors | Financial Planning Analyst | |||
22 | Taylor Gallegos | Uas Wealth Advisors | Financial Planning Analyst | |||
23 | Cody Cravens | Avalon Trust | Operations Manager | |||
24 | Cody Cravens | Avalon Trust | Operations Manager | |||
25 | Julia Peters | Avalon Trust | Senior Vice President | |||
26 | Julia Peters | Avalon Trust | Senior Vice President | |||
27 | Margot Warner | Avalon Trust | Client Relations | |||
28 | Margot Warner | Avalon Trust | Client Relations | |||
29 | Rhonda Petty | Avalon Trust | Office Manager | |||
30 | Bernadine Sanchez | Redw Wealth Llc | Operations Manager And Investment Analyst | |||
31 | Bernadine Sanchez | Redw Wealth Llc | Operations Manager And Investment Analyst | |||
32 | Maria Otero | Dxd Capital | Financial Controller | |||
33 | Maria Otero | Dxd Capital | Financial Controller | |||
34 | Matt Keller | Universal Advisory Services | Chief Executive Officer, Certified Financial Plannerâ Practitioner | |||
35 | Matt Keller | Universal Advisory Services | Chief Executive Officer, Certified Financial Plannerâ Practitioner | |||
36 | Scott Kozney | Spence Asset Management | Senior Analyst And Portfolio Manager | |||
37 | Richard Follingstad | United Capital-albuquerque | Principal | |||
38 | Richard Follingstad | United Capital-albuquerque | Principal | |||
39 | Marilyn Furey | United Capital-albuquerque | Administrator Assistant At Marketspace Financial, Inc | |||
40 | Marilyn Furey | United Capital-albuquerque | Administrator Assistant At Marketspace Financial, Inc |
Investment Management companies in different states of USA
Investment Management companies in different cities of New Mexico
No. | Cities | Number of Contacts | Download |
---|---|---|---|
1 | Investment Management Companies in Albuquerque | 460 |