GLACIER INVESTMENT MANAGEMENT

RIASEC Registered
Total AUM
$45.7M
Discretionary
$38.7M
85% of AUM
Avg account
$197K
Accounts
232
Employees
1
Advisory reps
1

Firm details

Headquarters
KALISPELL, Montana
CRD number
289129
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Contacts

1 of 1
  • DAVID WIGGINTON

    PresidentCRD 5091745

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth