Wasatch New Mexico Management Partners, LLC is a pension cosultant based in Salt Lake City. It manages $7.13 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Utah.
Wasatch New Mexico Management Partners provides 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.
The assets under management (AUM) of Wasatch New Mexico Management Partners, LLC is $7.13 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 230% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Wasatch New Mexico Management Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Wasatch New Mexico Management Partners, LLC performs its advisory services is located at 15 W. South Temple, Salt Lake City, UT 84101, which is also the mailing address of the firm. An additional office of the firm is in Albuquerque, NM. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 801-524-8939 or by fax 801-524-8941. The normal business hours are 9:00-5:00 on Monday - Friday.