Sun Mountain Capital Advisors, LLC
Sun Mountain Capital Advisors, LLC (CRD# 151477) is a financial advisory firm headquartered in Santa Fe, NM. They manage $599,019,302 in 11 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management599MILLION
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Total Number of Accounts11ACCOUNTS
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Average Account Value$54,456,300
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
NM, WA, WI
Brian Birk (CRD# 5857146) is an Investment Advisor Representative working at Sun Mountain Capital Advisors, LLC in Santa Fe, NM and has over 11 years of experience in the finance industry.
Sally Corning (CRD# 1516418) is an Investment Advisor Representative working at Sun Mountain Capital Advisors, LLC in Santa Fe, NM and has over 12 years of experience in the finance industry.
Lee Rand (CRD# 5857152) is an Investment Advisor Representative working at Sun Mountain Capital Advisors, LLC in Santa Fe, NM and has over 10 years of experience in the finance industry.