Foundations Asset Management, LLC

Foundations Asset Management, LLC (CRD# 145900) is a financial advisory firm headquartered in Anchorage, AK. They manage $185,000,000 in 740 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    185
    MILLION
  • Total Number of Accounts
    740
    ACCOUNTS
  • Average Account Value
    $250,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AZ, CA, TX, WA

Financial Advisors at Foundations Asset Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Alexander O. Lund
CRD#: 6274063
3601 C Street, 822, Anchorage, AK 99503

Alexander Lund (CRD# 6274063) is an Investment Advisor Representative working at Foundations Asset Management, LLC in Anchorage, AK and has over 6 years of experience in the finance industry.

2
Michael W. Shamburger
CRD#: 1739030
3601 C Street, Suite 600, Anchorage, AK 99503

Michael Shamburger (CRD# 1739030) is an Investment Advisor Representative working at Foundations Asset Management, LLC in Anchorage, AK and has over 25 years of experience in the finance industry.

3
Rob E. Wedel
CRD#: 2459397
3601 C Street, 822, Anchorage, AK 99503

Rob Wedel (CRD# 2459397) is an Investment Advisor Representative working at Foundations Asset Management, LLC in Anchorage, AK and has over 26 years of experience in the finance industry.

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