Snake River Investment Counsel LLC

RIASEC Registered

Total AUM

$77.8M

Discretionary

$67.4M

87% of AUM

Avg account

$159K

Accounts

491

Employees

Advisory reps

Firm details

Headquarters: Idaho Falls, Idaho
CRD number: 314200
Website: snakeriveric.com
Custodians: CHARLES SCHWAB & CO., INC., ASCENSUS TRUST, PACIFIC SELECT DISTRIBUTORS, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals50.52%
HNWI48.2%
Pension & Profit Sharing Plans1.23%
Charitable Organizations0.05%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Snake River Investment Counsel LLC is an independent, individual-owned registered investment adviser that works primarily with individuals and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, offers pension consulting, and acts as a selector of other advisers, indicating a multi-manager or outsourced-manager component to its advice. Its fee mix includes asset-based charges plus hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not organized as a multi-state adviser.