SNAKE RIVER INVESTMENT COUNSEL LLC
Firm details
- Headquarters
- IDAHO FALLS, Idaho
- CRD number
- 314200
- Website
- snakeriveric.com
- Custodians
- CHARLES SCHWAB & CO., INC., ASCENSUS TRUST, PACIFIC SELECT DISTRIBUTORS, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals50.52%
- HNWI48.2%
- Pension & Profit Sharing Plans1.23%
- Charitable Organizations0.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Snake River Investment Counsel LLC is an independent, owner-operated registered investment adviser focused on individual and family clients and small-business portfolio management. The firm acts as a capital allocator, relying heavily on third-party managers and pooled public funds as the core of its portfolios while also offering financial planning and adviser-selection services. Its fee model combines asset-based fees with hourly and fixed-fee engagements, allowing flexibility across advisory relationships. Investment activity centers on publicly offered funds and mutual funds as primary portfolio building blocks, with manager selection and fund-level allocation forming the bulk of its implementation approach. The firm is not positioned as an ESG investor and does not present itself as a multi-state or newly formed adviser. Services also include pension consulting and the selection of other advisers, which underscores an emphasis on outsourcing specific investment or fiduciary roles where appropriate.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- Exchange Traded Equities8%
- Cash & Cash Equivalents2%
- Other2%
Contacts
2 of 2Aaron Freeman
Financial PlannerCRD 7739178
CHRISTIAN MOON
Financial Advisor & FounderCRD 6300584
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
IDAHO FALLS, ID
BONNEVILLE
Location
IDAHO FALLS, ID
Headquartered in IDAHO FALLS, ID, anchoring the Idaho Falls-Rexburg-Blackfoot, ID metro in the West.
- Metro area
- Idaho Falls-Rexburg-Blackfoot, ID
- Region
- West
- County
- BONNEVILLE
- Address
- 325 S Woodruff Ave
- Time zone
- MT (UTC-7)
- Office locations
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