Overview
Assets Under Management: $349 million
Headquarters: ANCHORAGE, AK
High-Net-Worth Clients: 100
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 100
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.30
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,919
Discretionary Accounts: 1,899
Non-Discretionary Accounts: 20
Regulatory Filings
CRD Number: 164408
Filing ID: 2004144
Last Filing Date: 2025-07-16 12:51:00
Website: https://advisorlawyer.com