CRD: 314200
Snake River Investment Counsel LLC
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- Custodian
- Ascensus · Charles Schwab & Company · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-05-2021
- Office Locations
- 1
Office Locations
About Snake River Investment Counsel LLC
Snake River Investment Counsel is an Idaho Falls RIA providing investment management and comprehensive financial planning for individuals, couples, and businesses. Portfolios are implemented largely with public funds and ETFs, with Schwab as custodian. Founder Christian Moon is both a CFA charterholder and CFP professional—an uncommon combination among Idaho advisors—pairing analytical rigor with holistic planning.
Team overview
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Fund Managers
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
CHRISTIAN JARED MOON
Chief Compliance Officer, Financial Advisor, President
- CRD
- #6300584
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Aaron Thomas Freeman
--
- CRD
- #7739178
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,362,550 | -- |
| Non-Discretionary | $10,466,154 | -- |
| Total | $77,828,704 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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