MARKET GAUGE ASSET MANAGEMENT

RIASEC Registered

Total AUM

$18.7M

Discretionary

$18.7M

100% of AUM

Avg account

$456K

Accounts

41

Employees

9

Advisory reps

8

Firm details

Headquarters: SANTA FE, New Mexico
CRD number: 194517
Website: marketgauge.com
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Individuals72.01%
HNWI24.91%
Charitable Organizations3.08%
Services: Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Market Gauge Asset Management is an LLC that serves both individual/family and institutional clients. The firm provides discretionary portfolio management for individuals and small businesses and operates as a capital allocator by selecting and overseeing third‑party managers. Its business activities include sales of other financial products, and its compensation model combines a percentage-of-AUM fee with performance-based fees. Market Gauge does not list ESG integration as an active part of its investment approach.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds50%
Exchange Traded Equities45%
Cash & Cash Equivalents5%

Owners & executives

2 of 2

KEITH SCHNEIDER
CEOCRD 2337922
JAMES KIMBALL
Managing Member And Chief Compliance OfficerCRD 6490710

Contacts

3 of 6

MICHELE SCHNEIDER
Managing DirectorCRD 6490723
Alan Friedman
Investment Adviser RepresentativeCRD 7867434
BENJAMIN SCHEIBE
Senior Vice PresidentCRD 2565323

Unlock 3 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

SANTA FE, NM

SANTA FE

Location

SANTA FE, NM

Headquartered in SANTA FE, NM, anchoring the Albuquerque-Santa Fe-Las Vegas, NM metro in the West.

Metro area: Albuquerque-Santa Fe-Las Vegas, NM
Region: West
County: SANTA FE
Address: 404 Kiva Ct
Time zone: MT (UTC-7)
Office locations

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