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- 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
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.
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Owner & Executives
EDWARD GEORGE RAINFORD
Chief Compliance Officer, Investment Advisor, President
- CRD
- #3161364
- Ownership
- 75% or more
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Unlock allAssets Under Management
| 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
| 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% |