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).
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Total Assets Under Management162MILLION
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Total Number of Accounts760ACCOUNTS
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Average Account Value$213,158
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
AK, CA, TX
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.
Rob Wedel (CRD# 2459397) is an Investment Advisor Representative working at Foundations Asset Management, LLC in Anchorage, AK and has over 23 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.
Christopher Stiehm (CRD# 1762764) is an Investment Advisor Representative working at Foundations Asset Management, LLC in Anchorage, AK and has over 29 years of experience in the finance industry.
Alexander Lund (CRD# 6274063) is an Investment Advisor Representative working at Foundations Asset Management, LLC in Anchorage, AK and has over 3 years of experience in the finance industry.