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James Lewis (j.l.) Mccarrey

MCKINLEY ALASKA PRIVATE INVESTMENTS, LLC·ANCHORAGE, Alaska
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3800 CENTERPOINT DRIVE, ANCHORAGE, AK 99503CRD# 4332388Firm CRD# 319075
01

About

James Lewis (j.l.) Mccarrey is a registered financial advisor based in ANCHORAGE, Alaska, affiliated with MCKINLEY ALASKA PRIVATE INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
MCKINLEY ALASKA PRIVATE INVESTMENT, LLC
MCKINLEY ALASKA PRIVATE INVESTMENTS, LLC
AUM
$136M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at MCKINLEY ALASKA PRIVATE INVESTMENT, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4332388
Firm CRD# 319075
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Lewis (j.l.) Mccarrey offer?
James Lewis (j.l.) Mccarrey specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in ANCHORAGE, Alaska for a consultation.
What are James Lewis (j.l.) Mccarrey's credentials?
James Lewis (j.l.) Mccarrey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Lewis (j.l.) Mccarrey located?
James Lewis (j.l.) Mccarrey is based in ANCHORAGE, Alaska, working with MCKINLEY ALASKA PRIVATE INVESTMENTS, LLC. Their office serves clients in the ANCHORAGE metropolitan area and surrounding communities.
How does James Lewis (j.l.) Mccarrey charge for services?
James Lewis (j.l.) Mccarrey's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MCKINLEY ALASKA PRIVATE INVESTMENTS, LLC?
MCKINLEY ALASKA PRIVATE INVESTMENTS, LLC has approximately 15 employees and manages $136M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MCKINLEY ALASKA PRIVATE INVESTMENTS, LLC

Jill Ann Mcleod
ANCHORAGE, AK
Stacia Troester Gillam
ANCHORAGE, AK
Ian James Walser
ANCHORAGE, AK
Jared Matthew Carney
ANCHORAGE, AK
John Niles Wanamaker
ANCHORAGE, AK
Joseph Levi Jacobson
ANCHORAGE, AK

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