Investment adviser · CRD 14797

SOUTH VALLEY WEALTH MANAGEMENT

Investment adviser filing (IA)

ELLIOTT-LEDGERWOOD & COMPANY

KLAMATH FALLS, OR, United States · Form ADV filed May 22, 2012

Regulatory AUM
$85.9M
Form ADV · Item 5.F
Client accounts
295
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 22, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

810 MAIN STREET
KLAMATH FALLS, OR, 97601, United States

CRD 14797

Filing source

Form ADV 648630 · May 22, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.