Wind River Advisors, L.L.C. is a pension cosultant based in Idaho Falls. It manages $3.2 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California and Utah.
Wind River Advisors, L.L.C provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wind River Advisors, L.L.C. is $3.2 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -90% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Wind River Advisors, L.L.C. 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.
David Henry Hansen has been acting as President since 1 May 2009. Richard Kent Baird joined the executive team most recently as the Investment Advisor Representative.
The principal office where Wind River Advisors, L.L.C. performs its advisory services is located at 3340 Merlin Drive, Idaho Falls, ID 83404, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 208-612-1000 or by fax 208-612-1031. The normal business hours are 07:00-4:30 on Monday - Friday. You can find more information about the New York firm at www.windriveradvisors.com.