SUN VALLEY ADVISORY

SUN VALLEY ADVISORY of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 330092). Regulatory assets under management: $79.5M.

Registration

• CRD: 330092
• Type: Registered investment adviser
• Location: 17851 N 85TH ST, SCOTTSDALE, AZ, 85255
• Phone: (480) 579-3954
• Latest filing: 2026-08-05
• Regulatory AUM: $79.5M
• Non-discretionary AUM: $79.5M
• Clients: 4
• Accounts: 240

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330092 on SEC IAPD (source of record)
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