Sun Valley Advisory

Overview

Sun Valley Advisory operates as a limited liability company serving individual and family clients through a fee model based on a percentage of assets under management. The firm is classified as a non-independent retail registered investment adviser and is identified as a capital allocator — it constructs portfolios and also allocates to outside managers. Core advisory services include portfolio management for individuals and small businesses, portfolio management for businesses or institutional clients, and the selection of other advisers. Sun Valley Advisory reports an affiliation with an insurance company and does not characterize itself as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices