Sun Valley Advisors, Inc. is a mid-sized advisory firm based in Mesquite. It manages $48.49 million of regulatory assets for 109 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California, Nevada, and Virginia.
Sun Valley Advisors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sun Valley Advisors, Inc. is $48.49 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 63% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Sun Valley Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Roger William Wilson has been acting as President since 1 May 1995. Shauna Lissa Wilson joined the executive team most recently as the Secretary.
The principal office where Sun Valley Advisors, Inc. performs its advisory services is located at 497 Via Ventana Dr, Mesquite, NV 89027 The mailing address of the firm is 497 Via Ventana Dr, Mesquite, NV 89027. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 702-346-2834 or by fax 702-346-2854. The normal business hours are by appointment only on Monday - Friday.