Polero Ice Advisers

RIASEC RegisteredEst. 2026
Total AUM
$106M
Discretionary
$106M
100% of AUM
Avg account
$741K
Accounts
143
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
148790
Registered since
February 23, 2026
Custodians
THE VANGUARD GROUP, INC.
Fee structure
Hourly Charges, Fixed Fees
Client types
  • HNWI97.29%
  • Individuals2.66%
  • Charitable Organizations0.05%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Polero Ice Advisers is a small, independent registered investment adviser that provides financial planning and portfolio management for individual and family clients, including small-business owner households. The firm is organized as an LLC, is SEC-registered in 2026, and is owned by an individual. Its fee model leans toward hourly billing and fixed-fee engagements rather than percentage-based asset fees. The firm does not position itself as a capital allocator and does not identify as an active ESG investor. Advisory work centers on one-on-one planning and discretionary portfolio management for individuals and small businesses. The adviser reports it is not a multi-state adviser and does not serve as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 56%, Cash & Cash Equivalents 24%, US Government Bonds 14%, State & Local Bonds 3%, Exchange Traded Equities 2%, Investment Grade Corp Bonds 1%56%
  • Public Funds/Mutual Funds56%
  • Cash & Cash Equivalents24%
  • US Government Bonds14%
  • State & Local Bonds3%
  • Exchange Traded Equities2%

Contacts

1 of 1
  • Kimerly Polak-guerrero

    Kimerly Polak-guerrero

    Executive DirectorCRD 4353501

Wealth teams

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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

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth