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

More Retirement Planning firms in Ketchum, Idaho:

Firm Name	Assets Under Management	Total Clients	Total Advisors
THE CAPROCK GROUP, LLC 800 West Main Street, Suite 1150 Boise, ID, 83702	$9,361,493,116	386	63
CLEARWATER ADVISORS, LLC 101 S. Capitol Blvd, Suite 1201 Boise, ID, 83702	$3,797,719,931	78	10
INSPIRE INVESTING, LLC 3597 E Monarch Sky Ln, Suite 330 Meridian, ID, 83646	$2,856,919,716	463	34
MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC 877 West Main Street, Suite 704 Boise, ID, 83702	$1,931,996,135	801	6
RW INVESTMENT MANAGEMENT LLC 1028 S. Bridgeway Place, Suite 200 Eagle, ID, 83616	$1,380,795,719	2334	19

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