Alaska Investment Management LLC

RIASEC Registered

Total AUM

$104M

Discretionary

$91.1M

88% of AUM

Avg account

$12.9M

Accounts

Employees

Advisory reps

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

FINTRX

Overview

Alaska Investment Management LLC is an LLC that functions as a capital allocator to institutional clients. The firm charges fees as a percentage of assets under management and provides portfolio management for businesses and institutions, conducts selection of other advisers, and runs educational seminars or workshops. It identifies as a non-ESG active investor and is not registered as a multi-state or newly formed adviser. The firm's owner structure is a combination of a domestic entity and an individual.