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Sally Ann Corning

SUN Mountain Capital Advisors, LLC

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About Sally Ann Corning

Sally Corning is a registered Investment Advisor Representative in New Mexico. Sally has been in the financial industry for over 30 years and has worked with clients in New York and New Mexico. Sally is a Managing Member of Sun Mountain Capital Partners LLC and Sun Mountain Capital LLC, both of which are pooled investment vehicles, and a Trustee of Thornburg Investment Trust. Sally is also a Director and Executive Officer of the Board of Directors of Nanomr, Inc., which is a portfolio company of the pooled investment vehicles she manages. Sally Corning specializes in providing investment advisory services for pooled investment vehicles.

Firm Information

Sally Corning is currently registered with SUN Mountain Capital Advisors, LLC. SUN Mountain Capital Advisors, LLC is a Santa Fe, NM-based investment advisor managing over $599 million in assets for 11 pooled investment vehicles. The firm offers portfolio management services for pooled investment vehicles and selects other advisors.
SUN Mountain Capital Advisors, LLC

527 DON GASPAR AVENUE

SANTA FE, NM 87505

$599.02M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

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Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Sally Corning’s Registration & Firm History

NM

06/13/2011 - Present

SUN Mountain Capital Advisors, LLC (SANTA FE NM)

NY

10/20/1987 - 12/08/2000

CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/11/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/24/1995

Series 24 - General Securities Principal Examination

BC

Issued 10/17/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sally Ann Corning.
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