Wood River Consulting
Wood River Consulting (CRD# 298095) is a financial advisory firm headquartered in Ketchum, ID. They manage $7,400,000 in 45 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management7MILLION
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Total Number of Accounts45ACCOUNTS
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Average Account Value$164,444
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, ID, MA, UT, WA
Financial Advisors at Wood River Consulting
1
Steven Sundberg (CRD# 1902296) is an Investment Advisor Representative working at Wood River Consulting in Hailey, ID and has over 35 years of experience in the finance industry.
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