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Building 2FOUNDATIONS ASSET MANAGEMENT, LLC

Map pinANCHORAGE, AK
Phone907-754-3600
NotebookSEC #801-68861
Total AUM
$177.7M
Employees
4
Clients
394

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3601 C STREET
822
ANCHORAGE
AK 99503
United States
Operating Hours
8:00 AM-5:00 PM
Monday - Friday
Phone
907-754-3600

ReceiptFinancials

Total AUM
$177.7M
Accounts
612
Discretionary
$132M
Accounts
600
Non-Discretionary
$45.7M
Accounts
12

ContactClients

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Individual Clients
280
AUM
$41M
HNW Individual Clients
96
AUM
$85.2M
Pension/Profit Sharing Plan Clients
11
AUM
$45M
Charitable Organization Clients
1
AUM
$185K
Corporation or Business Clients
6
AUM
$6.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKAZCACOTXWA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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