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Bertram Linton Wagnon

ALASKA PERMANENT CAPITAL MANAGEMENT CO·ANCHORAGE, Alaska
Unclaimed Profile
900 W 5TH AVENUE, SUITE 601, ANCHORAGE, AK 99501CRD# 2459117Firm CRD# 106233
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About

Bertram Linton Wagnon is a registered financial advisor based in ANCHORAGE, Alaska, affiliated with ALASKA PERMANENT CAPITAL MANAGEMENT CO. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
ALASKA PERMANENT CAPITAL MANAGEMENT CO
ALASKA PERMANENT CAPITAL MANAGEMENT CO
AUM
$4.0B
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at ALASKA PERMANENT CAPITAL MANAGEMENT CO →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Other
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2459117
Firm CRD# 106233
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bertram Linton Wagnon offer?
Bertram Linton Wagnon specializes in Investment Management, Wealth Management. Contact their office in ANCHORAGE, Alaska for a consultation.
What are Bertram Linton Wagnon's credentials?
Bertram Linton Wagnon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bertram Linton Wagnon located?
Bertram Linton Wagnon is based in ANCHORAGE, Alaska, working with ALASKA PERMANENT CAPITAL MANAGEMENT CO. Their office serves clients in the ANCHORAGE metropolitan area and surrounding communities.
How does Bertram Linton Wagnon charge for services?
Bertram Linton Wagnon's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALASKA PERMANENT CAPITAL MANAGEMENT CO?
ALASKA PERMANENT CAPITAL MANAGEMENT CO has approximately 13 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Alaska
JUNEAU (2)KENAI (2)FAIRBANKS (2)
City Guides
JUNEAU GuideKENAI GuideFAIRBANKS Guide
Research
Advisor Fees in AlaskaNational Fee Analysis
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