$17.8M Total AUM
$17.8M Disc. AUM
-- 3Y CAGR
1 Employees
58 ADV. Clients
21 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-24-2005
- Office Locations
- 1
Office Locations
-- Hailey ID
About SUN Valley Advisors, Inc.
Sun Valley Advisors, Inc. is an independent RIA managing individually tailored global balanced portfolios with a focus on closed-end funds and ETFs. The firm does not provide financial planning and coordinates with clients’ other advisors. Client assets are held at the custodian of the client’s choice.
Team overview
-- AVG AGE
$17.8M AVG AUM / ADVISOR
$307.0K AVG AUM / CLIENT
13.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
Available
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Available
Available
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
N
NEIL M. JESSEN
President
- CRD
- #6092267
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,806,427 | $444,876 |
| Non-Discretionary | $0 | -- |
| Total | $17,806,427 | $444,876 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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