Overview
Assets Under Management: $192 million
Headquarters: ANCHORAGE, AK
High-Net-Worth Clients: 297
Average Client Assets: $0.3 million
Frequently Asked Questions
FOUNDATIONS ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #145900), FOUNDATIONS ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
FOUNDATIONS ASSET MANAGEMENT, LLC is headquartered in ANCHORAGE, AK.
FOUNDATIONS ASSET MANAGEMENT, LLC serves 297 high-net-worth clients according to their SEC filing dated January 31, 2018. View client details ↓
According to their SEC Form ADV, FOUNDATIONS ASSET MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
FOUNDATIONS ASSET MANAGEMENT, LLC manages $192 million in client assets according to their SEC filing dated January 31, 2018.
According to their SEC Form ADV, FOUNDATIONS ASSET MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 297
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.31%
Average Client Assets: $0.3 million
Total Client Accounts: 746
Discretionary Accounts: 730
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 145900
Filing ID: 1170224
Last Filing Date: 2018-01-31 11:43:00