STEVENS GROUP WEALTH COACHES, INC. D/B/A ALASKA ADVISORS

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
ANCHORAGE, Alaska
CRD number
309344
Fee structure
Percentage of AUM
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Stevens Group Wealth Coaches, Inc., doing business as Alaska Advisors, is a small, corporate-structured advisory firm owned by an individual. The firm bills clients on a percentage-of-assets-under-management basis and describes its primary advisory activity as the selection of other advisers, functioning as a capital allocator rather than as a direct, hands-on portfolio manager. It is not identified as an active ESG investor, does not serve as a pension consultant, and is not listed as a multi-state adviser in the provided data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • MICHAEL STEVENS

    OwnerCRD 6883310

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

ANCHORAGE, AK

ANCHORAGE

Location

ANCHORAGE, AK

Headquartered in ANCHORAGE, AK, in the West of the United States.

Region
West
County
ANCHORAGE
Address
327 E Fireweed Ln
Time zone
AKT (UTC-9)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth