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Glacierwealth

Glacierwealth. CRD 116372

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CRD: 116372

Glacierwealth

Whitefish, MT, 59937
8004161063
$41.5M Total AUM
$33.6M Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
21 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Gemini Trust · Morgan Stanley
Clients
Retail and Institutional
Platforms
FocusPrime +more
Established Date
09-23-2004
Office Locations
1

Office Locations

643 Denver ST STE 100 Whitefish MT

About Glacierwealth

GlacierWealth is an independent, no-commission fiduciary wealth manager serving established small business owners, particularly those with 401(k) plans. The firm provides integrated financial planning, portfolio management, and proactive 401(k) strategy and oversight, emphasizing risk management and long-term discipline through volatile markets. Led by Edward G. Rainford, AIF, and works with custodians such as Schwab.

Team overview

47 AVG AGE
$41.5M AVG AUM / ADVISOR
$903.1K AVG AUM / CLIENT
21.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age

Insights

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Asset Classes

Timber crest Atlas optima Legacy catalyst Alpha alpha Peak radial

Client Personas

Optima Meridian

Custodian

Foundation wave Unison alpha Foundation Catalyst Catalyst ridge Quantum meridian Prime legacy Peak prime

Investment Themes

Oak capital

Investment Vehicles

Optima vertex

Services

Wave Wave beacon Quantum pathway Foundation Ember optima Prime Matrix prime

Technology

Beacon Momentum Crest momentum Catalyst Eagle

Owner & Executives

EDWARD GEORGE RAINFORD

EDWARD GEORGE RAINFORD

Chief Compliance Officer, Investment Advisor, President

CRD
#3161364
Ownership
75% or more
(207) 471-2152
signal.signal@signalcapital.com
in linkedin.com/in/eagle-glacier

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-12-2011
05-01-2012
Category Assets AVG. Account size
Discretionary $33,551,357 $6,398,949
Non-Discretionary $7,989,591 $178,686
Total $41,540,948 $258,094

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Separately Managed Accounts

Total SMA Asset: $41,540,948

$41.5M Total SMA
Public Funds:
34.5%
Cash:
13.5%
Derivatives:
18.3%
Equity - Exchange:
33.7%
Asset class Assets Assets %
Public Funds $1,682,862,296 34.5%
Cash $658,511,333 13.5%
Derivatives $892,648,696 18.3%
Equity - Exchange $1,643,839,402 33.7%
Total $4,877,861,727 100.0%

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