Stevens Group Wealth Coaches, Inc. D/B/A Alaska Advisors
Firm details
- Headquarters
- Anchorage, Alaska
- CRD number
- 309344
- Website
- akadvisors.com
- Fee structure
- Percentage of AUM
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Stevens Group Wealth Coaches, Inc., operating as Alaska Advisors, is a small, independent registered investment advisor organized as a corporation. The firm charges clients on a percentage-of-AUM basis and describes its role as a capital allocator that selects other advisers and external managers to implement portions of client portfolios. The firm is not identified as an active ESG investor. Regulatory metadata in the snapshot is limited (SEC registration year not shown). The firm is listed as a domestic entity with individual ownership and is not marked as a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Michael Stevens
OwnerCRD 6883310
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Anchorage, AK
Anchorage
Location
Anchorage, AK
Headquartered in Anchorage, AK, in the West of the United States.
- Region
- West
- County
- Anchorage
- Address
- 327 E Fireweed Ln
- Time zone
- AKT (UTC-9)
- Office locations
Similar firms
Bright Road Wealth Management, LLC
RIAAnchorage, AK
Catherine R. Smith, Financial Planner, LLC
RIAAnchorage, AK
Alaska Wealth Advisors
RIAAnchorage, AK
Coho Advisory Services, LLC
RIAAnchorage, AK
Mckinley Alaska Private Investments, LLC
RIAAnchorage, AK
PT Capital Advisors, LLC
RIAAnchorage, AK