Santa Fe Financ (SFEF) Stock Price, News & Analysis

Company Overview

Santa Fe Financ (OTCMKTS:SFEF) is a diversified financial services company headquartered in Santa Fe, New Mexico. The firm offers a broad range of wealth management and advisory solutions to individual, institutional and family office clients. Through its broker-dealer and registered investment adviser affiliates, Santa Fe Financ delivers personalized portfolio management, retirement planning and comprehensive financial planning services tailored to client objectives and risk profiles.

In addition to traditional investment advisory, Santa Fe Financ provides insurance and risk-management products, including life, disability and long-term care coverage. The company’s insurance division works with a network of carriers to design strategies that protect client assets, mitigate estate-tax liabilities and support multigenerational wealth transfer. Alongside its insurance offerings, Santa Fe Financ administers trust and fiduciary accounts, delivering estate settlement and trustee services through its trust company subsidiary.

Santa Fe Financ serves a diverse clientele across the southwestern United States, with regional offices in New Mexico, Texas and Arizona. The company has expanded its footprint through a mix of organic growth and strategic acquisitions aimed at bolstering its advisory capabilities and broadening its product suite. Clients range from high-net-worth individuals to small- and medium-sized businesses seeking corporate retirement solutions and employee benefit plans.

Founded in the mid-1990s, Santa Fe Financ has evolved from a single-office advisor to a multi-divisional financial services organization. Its leadership team comprises seasoned executives with backgrounds in investment management, insurance underwriting and trust administration. The company’s board and senior management emphasize a client-first philosophy, investing in technology and professional development to maintain a personalized, relationship-driven approach.

Key Stats

• Today's Range: $32.25 to $32.25
• 50-Day Range: $32.25 to $32.25
• 52-Week Range: $22.75 to $32.25
• Volume: 400 shs
• Average Volume: N/A
• Market Capitalization: N/A
• P/E Ratio: N/A
• Dividend Yield: N/A
• Price Target: N/A
• Consensus Rating: N/A

SFEF Stock Analysis - Frequently Asked Questions

How have SFEF shares performed this year?

Santa Fe Financ's stock was trading at $32.25 at the start of the year. Since then, SFEF stock has increased by 0.0% and is now trading at $32.25.

How do I buy shares of Santa Fe Financ?

Shares of SFEF stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of Santa Fe Financ own?

Based on aggregate information from My MarketBeat watchlists, some other companies that Santa Fe Financ investors own include MPX Bioceutical (MPXEF), INSYS Therapeutics (INSY), GW Pharmaceuticals (GWPH) and Agnico Eagle Mines (AEM).

Company Calendar

• Today: 7/14/2025
• Fiscal Year End: 6/30/2026

Industry, Sector and Symbol

• Stock Exchange: OTCMKTS
• Sector: Finance
• Industry: REAL ESTATE OPS
• Sub-Industry: Real Estate
• Current Symbol: OTCMKTS:SFEF
• CIK: 86759
• Web: www.intgla.com
• Phone: 310-889-2500
• Fax: 310-889-2525
• Employees: 2
• Year Founded: N/A

Profitability

• EPS (Trailing Twelve Months): N/A
• Trailing P/E Ratio: N/A
• Forward P/E Ratio: N/A
• P/E Growth: N/A
• Net Income: N/A
• Net Margins: N/A
• Pretax Margin: N/A
• Return on Equity: N/A
• Return on Assets: N/A

Debt

• Debt-to-Equity Ratio: N/A
• Current Ratio: N/A
• Quick Ratio: N/A

Sales & Book Value

• Annual Sales: N/A
• Price / Sales: N/A
• Cash Flow: N/A
• Price / Cash Flow: N/A
• Book Value: N/A
• Price / Book: N/A

Miscellaneous

• Outstanding Shares: N/A
• Free Float: N/A
• Market Cap: N/A
• Optionable: Not Optionable
• Beta: N/A