GLACIER INVESTMENT MANAGEMENT
Firm details
- Headquarters
- KALISPELL, Montana
- CRD number
- 289129
- Website
- www.glacierinvestment.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals53.44%
- HNWI24.83%
- Pension & Profit Sharing Plans21.73%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Glacier Investment Management operates as an independent RIA focused on fee-based financial planning and portfolio management for individuals, families and small businesses, with an institutional client segment as well. The firm runs both percentage-of-AUM and fixed-fee engagements, and provides pension consulting services alongside ongoing portfolio oversight. Glacier reports no active ESG investment policy. From an investment posture the firm is centered on public funds and mutual funds as its primary vehicle, and it supplements those positions with allocations to real estate through third‑party managers. Glacier is not characterized as a capital allocator in the sense of running a large in‑house alternatives platform, but it does place client capital into external real estate vehicles when appropriate. The firm’s model appears focused on using pooled public vehicles and external real estate funds to construct client portfolios rather than holding extensive direct equity positions.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
1 of 1DAVID WIGGINTON
PresidentCRD 5091745
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
KALISPELL, MT
FLATHEAD
Location
KALISPELL, MT
Headquartered in KALISPELL, MT, in the West of the United States.
- Region
- West
- County
- FLATHEAD
- Address
- 509 1st Ave W
- Time zone
- MT (UTC-7)
- Office locations
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