Albuquerque, NM Office
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Allworth financial, L.P.
Enterprise
Firm-wide stats for Allworth financial, L.P.
About
Allworth Financial serves a wide range of clients — including individual and high‑net‑worth investors, pension and profit‑sharing plans, trusts, corporations and charitable organizations — and offers financial and wealth planning, discretionary and non‑discretionary portfolio management, qualified retirement plan consulting, and variable annuity sub‑account servicing. The firm also manages privately offered funds and provides education through newsletters, podcasts and seminars.
The firm combines quantitative and qualitative analysis through an Investment Committee to implement customized allocations across equities, fixed income, ETFs, mutual funds, options overlays and privately offered investments, and offers a mix of model strategies (Core‑Satellite, Pure Index, buffered equity ETFs) and specialist portfolios (e.g., ESG, Christian Values, IntelliBuilD, Outlier Growth). Allworth may delegate management to third‑party advisers, runs both wrap and non‑wrap programs, and uses technology such as Pontera to monitor and rebalance held‑away retirement accounts as part of a holistic planning approach.
Distinctive features called out in the brochure include a practice of retaining acquired advisors under former trade names during transition periods and disclosing predecessor performance related to acquisitions, the firm’s airline‑industry practice (Allworth Airline Advisors), and operation of private Shorepoint funds that pay a performance‑based incentive allocation and have $250,000 minimums. The brochure also documents close affiliations with an affiliated broker‑dealer (AW Securities) and an affiliated tax/accounting practice, and describes multiple solicitation and referral arrangements (including participation in third‑party referral programs), all of which create identifiable conflicts that the firm says it manages through policies and disclosures.
Based on Allworth financial, L.P.
Expertise
Based on Allworth financial, L.P.
Location
7601 Jefferson Street NE, Suite 360
Albuquerque NM 87109
Advisors at this office
6
Advisors at this office
Michael S
Series 65
Albuquerque, NM
Allworth financial, L.P.
Michael Slenes is a financial advisor at Allworth Financial, L.P. in Albuquerque, NM, holding a Series 65 designation with one year of industry experience. His work history includes roles at the University of New Mexico and entrepreneurial ventures such as Jinja Bar & Bistro and Dixon Golf. Allworth Financial serves individual and high-net-worth investors, as well as pension plans, trusts, corporations, and charitable organizations, providing financial planning, portfolio management, and retirement plan consulting. The firm uses both quantitative and qualitative analysis to offer customized investment strategies across a variety of asset classes and manages privately offered funds alongside educational resources.
Matthew K
CFP®, Series 65
Albuquerque, NM
Allworth financial, L.P.
Matthew Keller is a CFP® and holds a Series 65 license with 23 years of industry experience. He has worked at Allworth Financial, L.P. since 2022 and previously spent 18 years at Uasnm, Inc. d/b/a Uas Wealth Advisors and two years at Universal Advisory Services Inc. He serves as a trustee on the Albuquerque Academy Endowment Management Committee. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both quantitative and qualitative analysis to implement customized investment strategies across various asset classes.
Kirk H
CFA®, Series 65
Albuquerque, NM
Allworth financial, L.P.
Kirk Hudson is a CFA® charterholder with 23 years of industry experience. He is currently with Allworth Financial, L.P. in Albuquerque, NM, where he has worked since 2022. Prior to joining Allworth, Hudson spent 18 years at Uasnm, Inc. d/b/a Uas Wealth Advisors and two years at Universal Advisory Services Inc. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, qualified retirement consulting, and investment solutions through a combination of quantitative and qualitative analysis.
Joseph K
Series 63
Albuquerque, NM
Allworth financial, L.P.
Joseph Kopczynski is a financial advisor at Allworth Financial, L.P. in Albuquerque, NM, holding a Series 63 designation with 23 years of industry experience. He has worked at Allworth Financial since 2022 and previously spent 18 years with Uasnm, Inc. d/b/a Uas Wealth Advisors and two years at Universal Advisory Services Inc. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm employs both quantitative and qualitative analysis through an Investment Committee to create customized investment allocations and offers various portfolio strategies along with financial planning and retirement consulting services.
Donald M
CFP®, Series 63, Series 65
Albuquerque, NM
Allworth financial, L.P.
Donald Mcdaniel is a CFP® professional affiliated with Allworth Financial, L.P. in Albuquerque, NM, with 15 years of industry experience. His prior roles include positions at UAS Wealth Advisors and Bancwest Investment Services, among others. Allworth Financial serves a diverse client base, providing financial and wealth planning, portfolio management, retirement plan consulting, and education through newsletters, podcasts, and seminars. The firm uses a combination of quantitative and qualitative analysis to implement customized investment strategies across various asset classes and specialist portfolios.
Michelle P
Series 63, Series 65
Albuquerque, NM
Allworth financial, L.P.
Michelle Phillips is a financial advisor with Allworth Financial, L.P. She holds Series 63 and Series 65 licenses and has 24 years of industry experience. Her prior roles include positions at Horter Investment Management, Oxford Wealth Advisors, and Wells Fargo Investments. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, and charitable organizations. The firm employs a combination of quantitative and qualitative analysis through an Investment Committee to create customized portfolios and offers a variety of strategies and specialist portfolios, alongside financial planning and retirement consulting services.
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