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Keith Kelvin Anderson (Santa Fe)


Keith Kelvin Anderson is an adviser based in Santa Fe. It manages $45 million of regulatory assets for 59 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of New Mexico.

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Keith Kelvin Anderson provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Keith Kelvin Anderson: assets under management

The assets under management (AUM) of Keith Kelvin Anderson is $45 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $45 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $762.71 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Keith Kelvin Anderson for their services and products based on a percentage of assets under management and hourly charges. 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 Keith Kelvin Anderson performs its advisory services is located at 2227 Calle Cacique, Santa Fe, NM 87505, 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 505-984-2563 or by fax 505-984-2563. The normal business hours are 9 to 5 on Other. You can find more information about the New York firm at keithkanderson@comcast.net.


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