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., operating as Alaska Advisors, is a small, independent registered investment advisor organized as a corporation. The firm charges clients on a percentage-of-AUM basis and describes its role as a capital allocator that selects other advisers and external managers to implement portions of client portfolios. The firm is not identified as an active ESG investor. Regulatory metadata in the snapshot is limited (SEC registration year not shown). The firm is listed as a domestic entity with individual ownership and is not marked as a pension consultant or related adviser.

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

    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