Alaska Investment Management LLC
Firm details
- Headquarters
- Anchorage, Alaska
- CRD number
- 333034
- Custodians
- U.S. BANK, N.A., PRINCIPAL CUSTODY SERVICES, FIRST HAWAIIAN BANK
- Fee structure
- Percentage of AUM
- Client types
- Charitable Organizations41.92%
- Corporations / Businesses21.74%
- Other16.81%
- Banking / Thrift Institutions9.78%
- Insurance Companies9.74%
- Services
- Portfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Alaska Investment Management LLC is a limited liability company operating as an institutional registered investment adviser that focuses on managing assets for institutional clients. The firm bills on a percentage-of-assets basis and describes itself as a capital allocator that provides portfolio management for businesses and institutions, selects third‑party advisers, and runs educational seminars or workshops. It reports an affiliation with an insurance company, does not identify as an active ESG investor, and is not registered as a multi‑state adviser or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds35%
- Exchange Traded Equities29%
- Public Funds/Mutual Funds27%
- Cash & Cash Equivalents9%
Owners & executives
1 of 1Adam Tosh
President and CEOCRD 7988079
Contacts
1 of 1
Lesley Jones
Principal ConsultantCRD 4636524
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Anchorage, AK
Anchorage
Location
Anchorage, AK
Headquartered in Anchorage, AK, in the West of the United States.
- Region
- West
- County
- Anchorage
- Address
- 111 W 16th Ave
- Time zone
- AKT (UTC-9)
- Office locations
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