Icicle Creek Investments
RIAState Registered
Total AUM
$4.8M
Discretionary
$0
0% of AUM
Avg account
$218K
Accounts
22
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 297238
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI58.33%
- Individuals41.67%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Icicle Creek Investments is a small, independent LLC that provides fee-based portfolio management for individual and family clients and small businesses. The firm charges a percentage of assets under management and focuses on equity-oriented strategies, operating with a non-discretionary mandate. It is state-registered in Idaho and Washington and is owned by an individual principal. Advisory activity is centered on direct portfolio management rather than institutional consulting or capital allocation.
Assets & Accounts
Investments & Alternatives
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
- Non-Exchange Traded Equities60%
- Exchange Traded Equities35%
- Other3%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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