$45.7M Total AUM
$38.7M Disc. AUM
-- 3Y CAGR
1 Employees
118 ADV. Clients
8 yrs Firm Age
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- Custodian
- Altruist · Merrill Lynch · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- HorizonDelta +more
- Established Date
- 08-11-2017
- Office Locations
- 1
Office Locations
509 1ST AVE W Kalispell MT
About Glacier Investment Management
Glacier Investment Management is an independent RIA in Kalispell, MT serving individuals/families and business owners. Its Panoramic Planning Process pairs retirement income, advanced tax, and estate planning with dynamic portfolio management, plus business sale/transition and succession planning. Custodies across multiple platforms including Altruist, and publishes investor education content through its resource center.
Team overview
42 AVG AGE
$45.7M AVG AUM / ADVISOR
$387.4K AVG AUM / CLIENT
8.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
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Asset Classes
Value Delta
Client Personas
Delta legacy Eagle
Custodian
Glacier value Legacy Oak Prime capital Delta alpha Catalyst Bridge beacon Value
Investment Themes
Insight optima Atlas
Investment Vehicles
Atlas
Services
Bridge vertex Meridian Horizon Frontier Wave Eagle Pathway Oak Unison ember Zenith signal
Technology
Alpha Catalyst signal Quantum Crest
Owner & Executives
DAVID WIGGINTON
President
- CRD
- #5091745
- Ownership
- 75% or more
(639) 893-2194
element.zenith@beaconcapital.com
in linkedin.com/in/foundation-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,731,069 | -- |
| Non-Discretionary | $6,978,421 | -- |
| Total | $45,709,490 | -- |
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Separately Managed Accounts
Total SMA Asset: $45,709,490
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $6,913,969,027 | 100.0% |
| Total | $6,913,969,027 | 100.0% |