$12.0M Total AUM
$11.5M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- SignalTimber horizon
- Established Date
- 03-30-2015
- Office Locations
- 1
Office Locations
-- Salt Lake City UT
About Mill Creek Investment Management
Mill Creek delivers wealth advisory and investment management for ultra-high-net-worth families, single-family offices, and institutions, offering both private wealth and institutional engagements. Investment implementation spans ETFs, public funds, and fixed income allocations, with custody support including Schwab and Fidelity. Led by CIO/Managing Partner Matthew Asher Ross.
Team overview
-- AVG AGE
$12.0M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
9.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
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Accredited Investors
Wave ridge
Asset Classes
Alpha glacier North focus Radial beacon North Momentum Timber Peak Zenith Beacon legacy North prime Ember ridge
Client Personas
Summit vertex
Custodian
Focus Vital Legacy Eagle Vertex Eagle radial Horizon peak Foundation Capital pathway Zenith Vector eagle
Fund Managers
Horizon
Investment Themes
Oak meridian Meridian glacier Vector
Investment Vehicles
Insight meridian Atlas
Platform
Alpha Crest delta
Services
Zenith Pathway Vector unison Catalyst Horizon Vital Legacy Catalyst
Technology
Glacier value Capital
Owner & Executives
M
MATTHEW ASHER ROSS
Chief Investment Officer, Managing Partner, Wealth Advisor
- CRD
- #4262698
- Ownership
- 75% or more
(449) 948-7877
glacier.matrix@harborcapital.com
in linkedin.com/in/fusion-unison
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,500,000 | -- |
| Non-Discretionary | $500,000 | -- |
| Total | $12,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,000,000
Equity - Exchange:
23.4% Public Funds:
21.5% Cash:
35.0% Corporate - Investment Grade:
20.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $83,061,401 | 23.4% |
| Public Funds | $76,317,099 | 21.5% |
| Cash | $124,237,138 | 35.0% |
| Corporate - Investment Grade | $71,347,614 | 20.1% |
| Total | $354,963,252 | 100.0% |