Apcm Wealth Management For Individuals, LLC is a large advisory firm based in Anchorage. It manages $361.07 million of regulatory assets for 965 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Alaska, Oregon, and Texas.
Apcm Wealth Management For Individuals provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for profit sharing plans. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Apcm Wealth Management For Individuals, LLC is $361.07 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 182% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Apcm Wealth Management For Individuals, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Apcm Wealth Management For Individuals is high net worth individuals with 98 clients and $250.24 million of assets under management. Among the 11 most similar advisory firms, Apcm Wealth Management For Individuals has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $361.07 million for 315 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Apcm Wealth Management For Individuals doesn't advise any private funds.
The company employs 9 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Apcm Wealth Management For Individuals, LLC performs its advisory services is located at 900 West 5 Th Avenue, Anchorage, AK 99501, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 907-272-7575 or by fax 907-272-7574. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at apcm.net.