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 that acts as a capital allocator for both individuals/families and institutional clients. The firm offers discretionary portfolio management for individuals and small businesses and also selects third‑party advisers and external managers on clients’ behalf. Its fee arrangements include a percentage of assets under management and performance‑based fees. Market Gauge is not positioned as an ESG‑focused manager. The firm is also listed as engaging in other financial product sales activities. Ownership is reported as a mix of a domestic entity and an individual. It is not identified as a multi‑state adviser in the snapshot data.
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
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
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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