Claim Profile
RS

Rosa Carlene Shilanski

SHILANSKI & ASSOCIATES, INC.·ANCHORAGE, Alaska
Unclaimed Profile
431 WEST SEVENTH AVENUE, ANCHORAGE, AK 99501CRD# 2310138Firm CRD# 116431
01

About

Rosa Carlene Shilanski is a registered financial advisor based in ANCHORAGE, Alaska, affiliated with SHILANSKI & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SHILANSKI & ASSOCIATES, INC.
SHILANSKI & ASSOCIATES, INC.
AUM
$387M
Regulatory assets under management
Employees
16
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 2310138
Firm CRD# 116431
7 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ANCHORAGE?

Browse all registered financial advisors in ANCHORAGE, Alaska or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Rosa Carlene Shilanski offer?
Rosa Carlene Shilanski specializes in Financial Planning, Investment Management. Contact their office in ANCHORAGE, Alaska for a consultation.
What are Rosa Carlene Shilanski's credentials?
Rosa Carlene Shilanski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rosa Carlene Shilanski located?
Rosa Carlene Shilanski is based in ANCHORAGE, Alaska, working with SHILANSKI & ASSOCIATES, INC.. Their office serves clients in the ANCHORAGE metropolitan area and surrounding communities.
How does Rosa Carlene Shilanski charge for services?
Rosa Carlene Shilanski's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHILANSKI & ASSOCIATES, INC.?
SHILANSKI & ASSOCIATES, INC. has approximately 16 employees and manages $387M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Nearby cities in Alaska
Browse by specialty