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Michelle Drew

FOUNDATIONS ASSET MANAGEMENT, LLC·ANCHORAGE, Alaska
Unclaimed Profile
3601 C STREET, ANCHORAGE, AK 99503CRD# 5756040Firm CRD# 145900
01

About

Michelle Drew is a registered financial advisor based in ANCHORAGE, Alaska, affiliated with FOUNDATIONS ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FOUNDATIONS ASSET MANAGEMENT, LLC
FOUNDATIONS ASSET MANAGEMENT, LLC
AUM
$178M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at FOUNDATIONS ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5756040
Firm CRD# 145900
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michelle Drew offer?
Michelle Drew specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ANCHORAGE, Alaska for a consultation.
What are Michelle Drew's credentials?
Michelle Drew is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michelle Drew located?
Michelle Drew is based in ANCHORAGE, Alaska, working with FOUNDATIONS ASSET MANAGEMENT, LLC. Their office serves clients in the ANCHORAGE metropolitan area and surrounding communities.
How does Michelle Drew charge for services?
Michelle Drew's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FOUNDATIONS ASSET MANAGEMENT, LLC?
FOUNDATIONS ASSET MANAGEMENT, LLC has approximately 4 employees and manages $178M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ANCHORAGE
William S. Coghill — FOUNDATIONS ASSET MANAGEMENT, LLCTanya Puri Sharma — 9MILE LABS, LLCHugh Sherman Short — PT CAPITAL ADVISORS, LLCClayton William Bourne — PT CAPITAL ADVISORS, LLCTy Anthony Schommer — ARBOR CAPITAL MANAGEMENT INC
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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