Evan Rose, financial advisor Anchorage AK
93 score

Evan Rose

CRD Number: 1375859
Current Firm: Alaska Permanent Capital Management Co

Evan Rose (CRD# 1375859) is an Investment Advisor Representative working at Alaska Permanent Capital Management Co in Anchorage, AK and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Alaska Permanent Capital Management Company Anchorage, AK Apr 1998 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1991
S65 NASAA Investment Advisors Law Examination Sep 2012
Contact Info for Evan D. Rose
Phone Number: 907-272-7575
Firm Website: http://www.apcm.net
Registered State(s):
  • AK
By the Numbers
  • Total Assets Under Management
    2,942
    MILLIONS
  • Total Number of Accounts
    107
    ACCOUNTS
  • Average Account Value
    $27,498,430
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

AK

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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