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SUN VALLEY ADVISORS, INC.

CRD No. 118914 | Nevada | RIA/Wealth Manager | Last Form ADV Filed on 26 Mar 2024 | Registration: State
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Sun Valley Advisors Inc. is a privately owned corporation that was established in 2016. The firm offers only portfolio management services, with portfolios constructed in the category of global balanced. The primary investment vehicle used is closed end funds, which are purchased at a discount from net asset value. Portfolios also purchase exchange traded funds (ETF's) to add diversification. The firm manages assets on an individual basis and clients can place restrictions on the universe of possible investments. As of 12/31/2020, the firm had assets under discretionary management of $116,755,872.46, and zero non-discretionary assets under management. Clients may contact Sun Valley Advisors and change their risk/reward objectives or restrictions at any time. The firm does not offer financial planning but attempts to manage clients' portfolios to the objectives they assign. Clients will receive timely confirmations of transactions and quarterly statements showing the value of the account and all activity. The account will be in the client's name, and the client will have full access to it. Sun Valley Advisors will have trading authorization only, and this can be canceled by the client at any time.

Identifying Information
CRD No.
118914
Latest Filing
26 Mar 2024
SEC No.
801-64115
Form of Organization
Corporation
Legal Domicile
ID, United States
Registration
State
State Regulator Details
CA | APPROVED | 2011-09-13
ID | APPROVED | 2017-04-06
Contact Details
Location
Nevada, United States
Phone
000-000-0000
Company Information
Client Type with highest AUM
Individuals (other than high net worth individuals)
Proportion of Hedge Funds (by Gross Asset Value)
0%
Last change in no. of employees in an advisory capacity
0 %
Last change in AUM (Annualized)
7 %
Total Reg. AUM $16,398,423
Discretionary $16,398,423
Non-Discretionary $0
$16.4M
Employee Strength 1
1
No. of Accounts 37
Discretionary 37
Non-Discretionary 0
37

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Direct Owners
JESSEN, NEIL, M.
PRESIDENT/PRIMARY SHAREHOLDER (75% or more)

SEC Links
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