Overview
Assets Under Management: $189 million
Headquarters: KETCHUM, ID
High-Net-Worth Clients: 52
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.22
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 517
Discretionary Accounts: 513
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 312915
Last Filing Date: 2025-02-20 00:00:00
Website: https://sky-mountaincapital.com