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SUN VALLEY GOLD LLC

620 Sun Valley Rd
Ketchum, Idaho 83340
Tel: 208-726-2327

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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 StatusApproved
Firm CRD#108858
SEC#801-56292
Assets Managed by Firm$99,854,122
No. of Clients6
No. of Advisors7

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 ClientsAUM
Firm Total6$99,854,122
Pension and profit sharing plansFewer than 5 clients$15,840,768
Corporations or other businessesFewer than 5 clients$2,150,390

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