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Stacia Troester Gillam

MCKINLEY ALASKA PRIVATE INVESTMENT, LLC·ANCHORAGE, Alaska
Unclaimed Profile
3800 CENTERPOINT DRIVE, ANCHORAGE, AK 99503CRD# 7358658Firm CRD# 319075
01

About

Stacia Troester Gillam is a registered financial advisor based in ANCHORAGE, Alaska, affiliated with MCKINLEY ALASKA PRIVATE INVESTMENT, 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# 7358658
Firm CRD# 319075
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stacia Troester Gillam offer?
Stacia Troester Gillam specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in ANCHORAGE, Alaska for a consultation.
What are Stacia Troester Gillam's credentials?
Stacia Troester Gillam is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stacia Troester Gillam located?
Stacia Troester Gillam is based in ANCHORAGE, Alaska, working with MCKINLEY ALASKA PRIVATE INVESTMENT, LLC. Their office serves clients in the ANCHORAGE metropolitan area and surrounding communities.
How does Stacia Troester Gillam charge for services?
Stacia Troester Gillam'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 INVESTMENT, LLC?
MCKINLEY ALASKA PRIVATE INVESTMENT, 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 INVESTMENT, LLC

Jill Ann Mcleod
ANCHORAGE, AK
Ian James Walser
ANCHORAGE, AK
James Lewis (j.l.) Mccarrey
ANCHORAGE, AK
Jared Matthew Carney
ANCHORAGE, AK
John Niles Wanamaker
ANCHORAGE, AK
Joseph Levi Jacobson
ANCHORAGE, AK

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