Apcm Wealth Management For Individuals, LLC (Anchorage)

Name: Apcm Wealth Management For Individuals, LLC
Address: 900 West 5 Th Avenue, Anchorage, AK, 99501
Telephone: 907-272-7575

Apcm Wealth Management For Individuals, LLC is a large advisory firm based in Anchorage. It manages $361.07 million of regulatory assets for 965 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Alaska, Oregon, and Texas.

Apcm Wealth Management For Individuals provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for profit sharing plans. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Apcm Wealth Management For Individuals: assets under management

The assets under management (AUM) of Apcm Wealth Management For Individuals, LLC is $361.07 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 182% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $361.07 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $374.16 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 91% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 5% of the firm’s portfolio. Investments in state and local bonds form 2% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Apcm Wealth Management For Individuals, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Apcm Wealth Management For Individuals serves?

The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Apcm Wealth Management For Individuals is high net worth individuals with 98 clients and $250.24 million of assets under management. Among the 11 most similar advisory firms, Apcm Wealth Management For Individuals has the 3rd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $361.07 million for 315 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Apcm Wealth Management For Individuals doesn't advise any private funds.

Careers at Apcm Wealth Management For Individuals, LLC

The company employs 9 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Alaska Permanent Capital Management Co	Managing member	1 Apr 2014	50% - 75%	106233
Llc Lbg Strategies	Member	1 Apr 2014	Other	46-4520354
Llc Cms Strategies	Member	1 Apr 2014	Other	46-4520354
Julee Farley Duhrsen	Cco	1 Jul 2014	Other	6364780

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Evan Denali Rose	Ceo	1 Apr 2014	50% - 75%	1375859
Laura Gerber Bruce	Sole member	1 Apr 2014	75% - 100%	2824875
Catherine Mary Straub	Sole member	1 Apr 2014	75% - 100%	2189794

Based in Anchorage

The principal office where Apcm Wealth Management For Individuals, LLC performs its advisory services is located at 900 West 5 Th Avenue, Anchorage, AK 99501, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 907-272-7575 or by fax 907-272-7574. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at apcm.net.