$10.0M Total AUM
$10.0M Disc. AUM
-- 3Y CAGR
1 Employees
43 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-26-2018
- Office Locations
- 1
Office Locations
-- Hailey ID
About Wood River Consulting
Wood River Consulting is a Hailey-based RIA. The firm has been operating for 7 years. Managing $10.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
62 AVG AGE
$10.0M AVG AUM / ADVISOR
$232.6K AVG AUM / CLIENT
7.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
STEVEN ERIC SUNDBERG
Chief Compliance Officer, Consultant, President
- CRD
- #1902296
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Municipal Bonds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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