Since the March 2022 annual amendment filing, this ADV Part 2A & B Brochure has been materially amended to include information regarding the following sections:
Office location changed.
Item 4: Miscellaneous: SFA’s administration of non-managed accounts.
The complete 2A and 2B form is available to download at left.
Disclosure: All written content on this site is for information purposes only. The material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information should be discussed in detail with your individual relationship manager prior to implementation. Santa Fe Advisors, LLC may transact business only in states in which it is registered, or in which it is excluded from registration. Santa Fe Advisors, LLC is currently registered as an investment advisor with the Securities and Exchange Commission. A copy of our current written disclosure statement discussing business operations, services, and fees is available upon written request or at Investment Adviser Public Disclosure.
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