I
Icicle Creek Investments
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,800,000
Total clients
22
18% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
22
Average account size
$218,182
About
Icicle Creek Investments is a small independent advisory firm that provides asset management to individual clients and offers public seminars and workshops on investments. The firm manages roughly $4.8 million across about 22 individual client relationships and provides ongoing portfolio management and educational programming.
The firm operates primarily on a non-discretionary basis: Icicle develops investment recommendations and determines which securities to buy or sell but obtains prior client approval before executing transactions. Investment programs are tailored to each client’s goals, time horizons, and risk tolerance and draw on both fundamental and technical analysis with periodic (typically quarterly) account reviews.
What distinguishes Icicle from many peers is its reliance on non-discretionary management for the bulk of its assets, a structure that requires regular client involvement in trade approvals and is uncommon among independent advisors. The firm’s principal also maintains an independent insurance practice and a property rental business (each disclosed and managed through the firm’s policies), which are noted potential conflicts of interest the firm addresses through disclosure and internal procedures.
Client services
Portfolio management
Fee options
1.25% annually
Account minimum: $100,000
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.
Main office location
Icicle Creek Investments
Leavenworth WA, United States
Number of offices
1
Forms ADV
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