Sun Valley Advisors, Inc. (Mesquite)

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.

Sun Valley Advisors: assets under management

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 firm manages $48.49 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $444.88 thousand each.

Fees & Commissions

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.

Careers at Sun Valley Advisors, Inc.

Roger William Wilson has been acting as President since 1 May 1995. Shauna Lissa Wilson joined the executive team most recently as the Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Roger William Wilson	President/ chief compliance	1 May 1995	25% - 50%	2543312
Shauna Lissa Wilson	Secretary	1 Aug 1995	25% - 50%	4937484
Stephen Dewitt Wilson	Director	1 Aug 1995	Other	2984173

Based in Mesquite

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.