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Building 2RH BUCHANAN

Map pinANCHORAGE, AK
Phone(907) 225-0833
NotebookSEC #801-118012
Total AUM
$165.2M
Employees
2
Clients
31

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
420 L ST
STE 305
ANCHORAGE
AK 99501
United States
Operating Hours
8:00AM - 6:00PM
Monday - Friday
Phone
(907) 225-0833

ReceiptFinancials

Total AUM
$165.2M
Accounts
53
Discretionary
$165.2M
Accounts
53
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
12
AUM
$4.1M
HNW Individual Clients
1
AUM
$1.2M
Pension/Profit Sharing Plan Clients
12
AUM
$119.5M
Corporation or Business Clients
1
AUM
$527.9K
Other Clients
5
AUM
$39.9M
Description of Other Clients
COLLECTIVE INVESTMENT TRUSTS

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKGA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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