Foundations Asset Management, LLC

Foundations Asset Management, LLC (CRD# 145900) is a financial advisory firm headquartered in Anchorage, AK. They manage $162,000,000 in 760 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    162
    MILLION
  • Total Number of Accounts
    760
    ACCOUNTS
  • Average Account Value
    $213,158
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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, CA, TX

Financial Advisors at Foundations Asset Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Michael W. Shamburger
CRD#: 1739030
3601 C Street, Suite 600, Anchorage, AK 99503
96
Wealthminder
score

Michael Shamburger (CRD# 1739030) is an Investment Advisor Representative working at Foundations Asset Management, LLC in Anchorage, AK and has over 22 years of experience in the finance industry. Michael Shamburger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Rob E. Wedel
CRD#: 2459397
3601 C Street, 822, Anchorage, AK 99503
96
Wealthminder
score

Rob Wedel (CRD# 2459397) is an Investment Advisor Representative working at Foundations Asset Management, LLC in Anchorage, AK and has over 22 years of experience in the finance industry. Rob Wedel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Christopher C. Stiehm
CRD#: 1762764
3601 C Street, 822, Anchorage, AK 99503
93
Wealthminder
score

Christopher Stiehm (CRD# 1762764) is an Investment Advisor Representative working at Foundations Asset Management, LLC in Anchorage, AK and has over 28 years of experience in the finance industry.

4
Alexander O. Lund
CRD#: 6274063
3601 C Street, 822, Anchorage, AK 99503
89
Wealthminder
score

Alexander Lund (CRD# 6274063) is an Investment Advisor Representative working at Foundations Asset Management, LLC in Anchorage, AK and has over 2 years of experience in the finance industry.

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