Sign in Sign up for free

Raven'swing Asset Management, Inc. (Santa Fe)


Raven'swing Asset Management, Inc. is a pension cosultant based in Santa Fe. It manages $20 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of New Mexico.

Raven'swing Asset Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Raven'swing Asset Management: assets under management

The assets under management (AUM) of Raven'swing Asset Management, Inc. is $20 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $20 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.67 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Raven'swing Asset Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Santa Fe

The principal office where Raven'swing Asset Management, Inc. performs its advisory services is located at 214 Mckenzie Street, Santa Fe, NM 87501, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (505) 988-4022 or by fax (505) 992-0299. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.


Registered investment advisers similar to Raven'swing Asset Management, Inc.