Market Gauge Asset Management
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
FINTRXOverview
Market Gauge Asset Management is an independent registered investment adviser organized as a limited liability company and owned by a domestic entity/individual. The firm serves both individual and family clients as well as institutional investors and functions as a capital allocator, meaning it places client capital with outside managers in addition to managing portfolios directly. Its advisory mandate centers on portfolio management for individuals and small businesses and on the selection of other advisers. Compensation is a mix of percentage-of-AUM fees and performance-based fees. The firm is not identified as an active ESG investor in its filings and is listed as a business activity "other financial product salesperson."
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities45%
- Cash & Cash Equivalents5%
Owners & executives
2 of 2
James Kimball
Managing Member And Chief Compliance OfficerCRD 6490710

Keith Schneider
CEOCRD 2337922
Contacts
3 of 6
Donn Goodman
Investment Adviser RepresentativeCRD 1579411
Benjamin Scheibe
Senior Vice PresidentCRD 2565323

Michele Schneider
Managing DirectorCRD 6490723
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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