Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > idaho > ketchum > SUN VALLEY GOLD LLC
SUN VALLEY GOLD LLC
620 Sun Valley Rd
Ketchum, Idaho 83340
Tel: 208-726-2327
About SUN VALLEY GOLD LLC
SUN VALLEY GOLD LLC, formally registered with the SEC as SUN VALLEY GOLD LLC. The firm was established in 02/22/1999. They have over 1 offices throughout the country.
SUN VALLEY GOLD LLC is a Ketchum, Idaho based Financial Planning firm with nearly $99,854,122 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108858 |
| SEC# | 801-56292 |
| Assets Managed by Firm | $99,854,122 |
| No. of Clients | 6 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (CONSULTATIONS WITH CLIENTS.)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 6 | $99,854,122 |
| Pension and profit sharing plans | Fewer than 5 clients | $15,840,768 |
| Corporations or other businesses | Fewer than 5 clients | $2,150,390 |
More Retirement Planning firms in Ketchum, Idaho:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Ketchum, Idaho