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Icicle Creek Investments

Headquartered in LEAVENWORTH, WA

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Firm Information

Icicle Creek Investments is an investment advisor with 1 licensed agent and 1 investment adviser rep. They manage approximately $4,000,000 in assets for 24 clients. The firm primarily provides portfolio management services for individuals, with 4 high-net-worth clients and 21 other individuals.

Icicle Creek Investments

$4.00M

Assets Under Management

25

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

ICICLE CREEK INVESTMENTS has a total of 1 branch locations across the country.
location

LEAVENWORTH, WA

Advisors at Icicle Creek Investments

View All 1 Advisors
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Kelly Todd Kortman

RA

LEAVENWORTH, WA

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Disclosures

There are no public disclosures for Icicle Creek Investments.

Frequently Asked Questions (6)

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