AdvisorCensus / Financial advisors / New Mexico / Albuquerque, NM / Charles Schwab
Financial advisors in Albuquerque, NM using Charles Schwab
7 SEC-registered investment advisory firms headquartered in the Albuquerque, NM metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Cross State Financial Group LLC | Albuquerque | SEC-registered investment adviser | $100 million to $500 million |
| Madrid Wealth Management | Albuquerque | SEC-registered investment adviser | $100 million to $500 million |
| Portfolio Wealth Advisors | Albuquerque | SEC-registered investment adviser | $100 million to $500 million |
| Redw Wealth LLC | Albuquerque | SEC-registered investment adviser | $500 million to $1 billion |
| SKG Capital Advisors, LLC | Albuquerque | SEC-registered investment adviser | $100 million to $500 million |
| Ulrich Investment Consultants | Albuquerque | SEC-registered investment adviser | $1 billion to $5 billion |
| Waterrock Wealth Management | Albuquerque | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
Cite this page
AdvisorCensus. Financial advisors in Albuquerque, NM using Charles Schwab. https://advisorcensus.com/advisors/nm/albuquerque/custodians/charles-schwab https://advisorcensus.com/advisors/nm/albuquerque/custodians/charles-schwab