A
$8.3M Total AUM
$8.3M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
6 yrs Firm Age
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- Custodian
- Altruist · Betterment · Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-01-2020
- Office Locations
- 1
Office Locations
-- Killington VT
About Alpenglow Advisors LLC
Alpenglow Advisors LLC is a Killington, VT registered investment adviser serving retail clients with financial planning, portfolio construction, and insurance guidance. Portfolios are implemented primarily with ETFs and emphasize asset allocation with ESG/socially responsible considerations. Custody includes Betterment and Interactive Brokers; the firm is led by President Timothy Ryan.
Team overview
46 AVG AGE
$8.3M AVG AUM / ADVISOR
$378.2K AVG AUM / CLIENT
5.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Crest glacier Insight meridian Summit north
Custodian
Oak
Investment Themes
Matrix Prime pathway Oak
Investment Vehicles
Meridian Delta vector
Services
Zenith element Insight Optima
Owner & Executives
T
TIMOTHY RYAN
President
- CRD
- #4805834
- Ownership
- 75% or more
(379) 895-4136
focus.matrix@quantumcapital.com
in linkedin.com/in/focus-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,320,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,320,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,320,000
Equity - Exchange:
17.0% Cash:
83.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,003,359,898 | 17.0% |
| Cash | $4,898,757,151 | 83.0% |
| Total | $5,902,117,049 | 100.0% |