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).

Current Firm Details
3601 C Street, 822, Anchorage, AK 99503
https://www.famanagement.com
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 Lund, financial advisor Anchorage AK
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 Shamburger, financial advisor Anchorage AK
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 Wedel, financial advisor Anchorage AK
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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