I
CRD: 297238
Icicle Creek Investments
Leavenworth, WA
2069921822
$4.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
47 ADV. Clients
8 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-13-2018
- Office Locations
- 1
Office Locations
-- Leavenworth WA
About Icicle Creek Investments
Icicle Creek Investments is a Leavenworth-based RIA. The firm has been operating for 8 years. Managing $4.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
55 AVG AGE
$4.8M AVG AUM / ADVISOR
$102.1K AVG AUM / CLIENT
8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Unlock to see real insight on wave delta.
Unlock to see real insight on quantum timber vector.
Request access to benchmark trends tied to harbor.
Unlock to see real insight on meridian harbor value.
Open the full profile to inspect shifts in bridge matrix.
Premium access reveals conviction themes in atlas eagle value.
Full visibility includes strategy notes for ember atlas.
Open the full profile to inspect shifts in beacon momentum.
Asset Classes
Legacy prime Alpha
Investment Themes
Matrix
Investment Vehicles
Peak atlas
Services
Zenith wave Catalyst summit Legacy horizon
Owner & Executives
KELLY TODD KORTMAN
Chief Compliance Officer, Managing Member, Owner
- CRD
- #4190117
- Ownership
- 75% or more
(808) 676-9901
peak.focus@peakcapital.com
in linkedin.com/in/summit-catalyst
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 | $4,800,000 | -- |
| Total | $4,800,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $4,800,000
Equity - OTC:
38.8% Equity - Exchange:
17.8% Other:
26.0% Cash:
17.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $2,874,771,446 | 38.8% |
| Equity - Exchange | $1,318,838,447 | 17.8% |
| Other | $1,926,393,237 | 26.0% |
| Cash | $1,289,201,629 | 17.4% |
| Total | $7,409,204,759 | 100.0% |