Amanda
Coleman
Sky-Mountain Capital Management
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About this Advisor
Amanda Coleman is a financial advisor working out of Ketchum, Idaho who has 2 years of industry experience. Coleman is currently employed by Sky-Mountain Capital Management. During their career, the advisor has held roles at Cory A Mahaffey, Keith A Dragoo, Gregg Goulet, B Wade Garber, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company, Morgan Stanley, Wells Fargo Clearing Services, LLC, Sky-Mountain Capital Management and Wells Fargo Advisors, LLC. Coleman has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Idaho and Oregon. Sky-Mountain Capital Management is a firm headquartered in Ketchum, ID. It controls $131 million in assets under management between its 489 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 489 accounts, 80% are associated with high-net-worth investors who have at least $1 million in investable assets. Sky-Mountain Capital Management performs a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules usually depend on which services the firm provides the client. However, fees billed by Sky-Mountain Capital Management can consist of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sky-Mountain Capital Management Brokerage Details
$131,317,200
2
489
$268,542
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Amanda Coleman Work History
Amanda has been registered as a financial advisor for 2 years.*
Sky-Mountain Capital Management
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Morgan Stanley
B Wade Garber
Cory A Mahaffey
Keith A Dragoo
Gregg Goulet
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Wealth Management Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Amanda Coleman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sky-Mountain Capital Management
Ketchum, ID
Ketchum, ID
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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