Glacier Point Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,640,000
Total clients
20
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
20
Average account size
$382,000
About
Glacier Point Advisors provides discretionary portfolio management through separately managed accounts to individuals and families as well as a range of institutional and nonprofit clients, including corporations, trusts, charitable foundations, and pension or profit-sharing plans. The firm works with a small client base (roughly 20 accounts) in direct advisory relationships typical of a single-advisor practice.
The firm employs fundamental, technical and cyclical analysis to implement client-specific strategies that span conservative income, income with growth, growth with income, aggressive growth and speculation. Depending on client objectives and risk tolerance, strategies may include long and short equity positions, options (including hedging and spread strategies), use of margin, and ETFs — including leveraged, inverse and cryptocurrency ETFs.
Notable for a firm of its size, Glacier Point explicitly offers speculative and hedging techniques and is willing to manage institutional-type accounts, reflecting the principal’s prior trading and commodities-advisory experience. The firm also provides an adviser-paid transaction-fee option (which the brochure discloses can create potential conflicts of interest), does not take custody of client assets, and does not vote client proxies.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Concentrated stock management
Private / alternative investments
Wealth management
Fee options
$0+: 0.50% $0+: up to 2.00%
Main office location
Glacier Point Advisors, LLC
2522 Chambers Road, Suite 206
Tustin CA 92780, United States
Number of offices
1
Most active in
Glacier Point Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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