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SUN MOUNTAIN CAPITAL ADVISORS, LLC

Tel: 505-780-4218
527 Don Gaspar Avenue
Santa Fe, New Mexico  87505

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SUN MOUNTAIN CAPITAL ADVISORS, LLC

SUN MOUNTAIN CAPITAL ADVISORS, LLC is a Santa Fe, New Mexico based financial advisory firm with nearly $599,019,302 in assets under management and provides investment advisory services for 11 clients. There are currently 9 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for pooled investment vehicles , Selection for other advisors

Fee Structure:

A percentage of AUM, Performance Based

Firm CRD#:

151477

SEC#:

801-72312

No. of Clients:

11

Assets under Management

$599,019,302

No. of Advisors:

9

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