FOUNDATIONS ASSET MANAGEMENT, LLC

ANCHORAGE, Alaska·10 registered advisors·CRD# 145900
SEC# 801-688610907-754-3600
01

Firm Overview

AUM
$178M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
10
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at FOUNDATIONS ASSET MANAGEMENT, LLC

10 registered advisors
Alex J. Beckman
ANCHORAGE, Alaska
Eric T. Campbell
ANCHORAGE, Alaska
James C. Hasle
ANCHORAGE, Alaska
John M. Bost
ANCHORAGE, Alaska
Kevin T. Vannortwick
ANCHORAGE, Alaska
Michael Wayne Shamburger
ANCHORAGE, Alaska
Michelle Drew
ANCHORAGE, Alaska
Rob Eric Wedel
ANCHORAGE, Alaska
Tracy S. Hartung
ANCHORAGE, Alaska
William S. Coghill
ANCHORAGE, Alaska
05

Office Locations

ANCHORAGE, Alaska
10 advisors

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Data sourced from SEC Form ADV filings. FOUNDATIONS ASSET MANAGEMENT, LLC (CRD# 145900) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.