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Building 2SUN VALLEY GOLD LLC

Map pinKETCHUM, ID
Phone208-726-2327
NotebookSEC #801-56292
Total AUM
$87M
Employees
3
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
620 SUN VALLEY RD
KETCHUM
ID 83340
United States
Operating Hours
7:00 AM - 3:00 PM MST
Monday - Friday
Phone
208-726-2327

ReceiptFinancials

Total AUM
$87M
Accounts
6
Discretionary
$87M
Accounts
6
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
3
AUM
$60.2M
Pension/Profit Sharing Plan Clients
2
AUM
$23.9M
Corporation or Business Clients
1
AUM
$2.9M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
CONSULTATIONS WITH CLIENTS.
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ID

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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