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- Custodian
- Assetmark
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-25-2024
- Office Locations
- 2
Office Locations
About SUN Valley Advisory
Sun Valley Advisory (Sun Valley Wealth) is a Scottsdale, AZ registered investment adviser providing wealth management and income planning as part of broader financial planning. Portfolios emphasize ETFs and public funds with fixed-income exposure, alongside risk management and insurance planning. The firm highlights outreach through the “Cover Your Assets with Logan and Don” radio show and podcast.
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Owner & Executives
Donald Spini
Chief Compliance Officer, President
- CRD
- #7516972
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MICHAEL JONATHAN FLOYD
Investment Management Consultant
- CRD
- #2278133
Gregory William Halvorson
--
- CRD
- #8214218
Showing 2 of 6 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $79,517,644 | -- |
| Total | $79,517,644 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Sovereign Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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