SKY-MOUNTAIN CAPITAL MANAGEMENT

251 Northwood Way
Suite H
Ketchum, Idaho 83340
Tel: 208-471-4261

About SKY-MOUNTAIN CAPITAL MANAGEMENT

SKY-MOUNTAIN CAPITAL MANAGEMENT, formally registered with the SEC as SKY-MOUNTAIN CAPITAL MANAGEMENT. The firm was established in 03/11/2021. They have over 1 offices throughout the country.

SKY-MOUNTAIN CAPITAL MANAGEMENT is a Ketchum, Idaho based Financial Planning firm with nearly $188,839,159 assets under management, offering retirement planning & investment advisory services to 517 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	312915
SEC#	801-120497
Assets Managed by Firm	$188,839,159
No. of Clients	517
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	517	$188,839,159
Individuals (other than high net worth individuals)	86	$52,460,320
High net worth individuals	52	$136,378,839

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