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
Po Box 712, Ketchum, ID 83340
https://www.linkedin.com/in/steven-sundberg-5abbb77?trk=pub-pbmap
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, ID, MA, UT, WA

Financial Advisors at Wood River Consulting
Showing 1 - 1 of 1 top financial advisors.
1
Steven Sundberg, financial advisor Hailey ID
Steven E. Sundberg
CRD#: 1902296
Hailey, ID

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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