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SUN VALLEY ADVISORY
SUN VALLEY ADVISORY, LLC
CRD 330092
17851 N 85TH ST, SUITE 270, SCOTTSDALE, AZ, 85255, United States
Phone
(480) 579-3954
Fax
(480) 718-7414
Registration
— (—)
Source
State registered
Total AUM
$79.5M
Discretionary AUM
$0
Team
6 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-29
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 210 | $40.6M |
| High net worth individuals | 30 | $39.0M |
All web addresses on file
Official SEC filing: View on IAPD