Wind River Advisors, L.L.C. (Idaho Falls)

Name: Wind River Advisors, L.L.C.
Address: 3340 Merlin Drive, Idaho Falls, ID, 83404
Telephone: 208-612-1000

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.

Wind River Advisors, L.L.C: assets under management

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 firm manages $3.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.6 million each.

Fees & Commissions

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.

Careers at Wind River Advisors, L.L.C.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Ralph Wagner	Principal	1 May 2005	25% - 50%	2188885
Richard K Baird	Principal	1 May 2005	50% - 75%	725907
Richard Kent Baird	Principal	1 May 2005	50% - 75%	725907
Thomas Reid Thale	Managing director	1 Jul 2006	Other	3260994
Eric Quinton Stats	Managing director/cco	1 Jan 2008	Other	2161085
Richard Kent Baird	Investment advisor representative	1 May 2009	Other	725907
David Henry Hansen	President/ceo/managing member	1 May 2009	75% - 100%	2484501
Cameron G High	Chief compliance officer	1 May 2009	Other	4973249

Based in Idaho Falls

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.