F
$36.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
27 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-22-1999
- Office Locations
- 1
Office Locations
810 Cottageview Drive Suite 103 Traverse City MI
About Falconer Group
Falconer Group is a Traverse City, MI-based boutique RIA providing asset management for retail clients. Portfolios are implemented primarily through public funds and ETFs, with a meaningful cash sleeve. The firm is led by president Erik Jason Falconer and has reported relationships with custodians such as RBC and SEI.
Team overview
-- AVG AGE
$36.8M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
15.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
Upgrade to reveal position-level detail across meridian delta.
Request access to benchmark trends tied to ridge peak.
Full visibility includes strategy notes for alpha wave.
Full visibility includes strategy notes for alpha unison.
See the complete signal summary connected to signal legacy.
Full visibility includes strategy notes for foundation matrix matrix.
Unlock to see real insight on horizon summit.
Premium access reveals conviction themes in meridian vital wave.
Asset Classes
Meridian Optima element Delta matrix
Investment Themes
Signal Prime vital
Investment Vehicles
Wave vector Catalyst momentum
Services
North Summit meridian Harbor Pathway Delta
Owner & Executives
E
ERIK JASON FALCONER
DIRECTOR, President
- CRD
- #4625179
- Ownership
- 75% or more
(630) 524-6703
vertex.timber@vertexcapital.com
in linkedin.com/in/glacier-alpha
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $36,784,480 | -- |
| Total | $36,784,480 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $36,784,480
Public Funds:
28.5% Equity - Exchange:
25.5% Cash:
26.4% Private Funds:
19.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,184,821,861 | 28.5% |
| Equity - Exchange | $1,060,103,770 | 25.5% |
| Cash | $1,097,519,198 | 26.4% |
| Private Funds | $814,824,859 | 19.6% |
| Total | $4,157,269,688 | 100.0% |