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Financial advisory firms
in Albuquerque, NM.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

1 financial advisors15 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

15 advisory firmsCompare public facts. Verify experience directly.
1 financial advisors15 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

CROSS STATE FINANCIAL GROUP LLCCRD 282011

Advisory firm

Filed advisory firm office: Albuquerque, NM

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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DXD CAPITALCRD 329580

Advisory firm

Filed advisory firm office: Albuquerque, NM

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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HANSEATIC MANAGEMENT SERVICES INCCRD 107110

Advisory firm

Filed advisory firm office: Albuquerque, NM

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Other investment advisers
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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JOHN MOORE & ASSOCIATES INCCRD 109791

Advisory firm

Filed advisory firm office: Albuquerque, NM

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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MADRID WEALTH MANAGEMENTCRD 333331

Advisory firm

Filed advisory firm office: Albuquerque, NM

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Educational seminars/workshopsFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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OAKMONT ADVISORY GROUP, LLCCRD 158890

Advisory firm

Filed advisory firm office: Albuquerque, NM

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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PORTFOLIO WEALTH ADVISORSCRD 145687

Advisory firm

Filed advisory firm office: Albuquerque, NM

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Other investment advisersFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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REDW WEALTH LLCCRD 109446

Advisory firm

Filed advisory firm office: Albuquerque, NM

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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SANDIA WEALTH MANAGEMENT, LLCCRD 159402

Advisory firm

Filed advisory firm office: Albuquerque, NM

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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SKG CAPITAL ADVISORS, LLCCRD 286554

Advisory firm

Filed advisory firm office: Albuquerque, NM

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPension consulting services
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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STEVE LYNCH WEALTH MANAGEMENTCRD 113715

Advisory firm

Filed advisory firm office: Albuquerque, NM

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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TITAN FUND MANAGEMENT, LLCCRD 290562

Advisory firm

Filed advisory firm office: Albuquerque, NM

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ULRICH INVESTMENT CONSULTANTSCRD 159499

Advisory firm

Filed advisory firm office: Albuquerque, NM

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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WATERROCK WEALTH MANAGEMENTCRD 296462

Advisory firm

Filed advisory firm office: Albuquerque, NM

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ZANETTI FINANCIAL, LLCCRD 282089

Advisory firm

Filed advisory firm office: Albuquerque, NM

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
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