First American Financial Advisors Inc. (Albuquerque)

Name: First American Financial Advisors Inc.
Address: 2155 Louisiana Ne Suite 10100, Albuquerque, NM, 87110
Telephone: 505-883-0083

First American Financial Advisors Inc. is a large advisory firm based in Albuquerque. It manages $125 million of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of New Mexico.

First American Financial Advisors provides portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

First American Financial Advisors: assets under management

The assets under management (AUM) of First American Financial Advisors Inc. is $125 million. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in investment and business development companies the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay First American Financial Advisors Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients First American Financial Advisors serves?

The firm provides services to individuals and state or municipal government entities. The largest group of clients of First American Financial Advisors is state or municipal government entities with 15 clients and $124.25 million of assets under management. Among the 13 most similar advisory firms, First American Financial Advisors has the highest percentage of state or municipal government entities out of all clients.

The amount of regulatory assets under management is $125 million for 17 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

First American Financial Advisors doesn't advise any private funds.

Careers at First American Financial Advisors Inc.

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Michael Burpo	Co-owner, president & chief compliance officer	1 Sep 1997	75% - 100%	820278
Greg Robert Burpo	Co-owner	1 Sep 1997	Other	3164083

Based in Albuquerque

The principal office where First American Financial Advisors Inc. performs its advisory services is located at 2155 Louisiana Ne Suite 10100, Albuquerque, NM 87110, 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 505-883-0083 or by fax 505-883-7644. The normal business hours are 7 am to 5 pm on Monday - Friday. You can find more information about the New York firm at firstamericanfa.com.