LATASH INVESTMENTS, LLC

301 W. Northern Lights Blvd.,
Suite 412
Anchorage, Alaska 99503
Tel: 907-868-7580

About LATASH INVESTMENTS, LLC

LATASH INVESTMENTS, LLC, formally registered with the SEC as LATASH INVESTMENTS, LLC. The firm was established in 09/05/2003. They have over 1 offices throughout the country.

LATASH INVESTMENTS, LLC is a Anchorage, Alaska based Financial Planning firm with nearly $1,649,021,511 assets under management, offering retirement planning & investment advisory services to 12 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	128012
SEC#	801-62261
Assets Managed by Firm	$1,649,021,511
No. of Clients	12
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (PROVIDE FINANCIAL REPORTING AND OPERATIONAL SERVICES FOR SOME CLIENTS)

Firm Client Information

	No. of Clients	AUM
Firm Total	12	$1,649,021,511
High net worth individuals	8	$192,979,889
Charitable organizations	2	$792,359,502

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ALASKA PERMANENT CAPITAL MANAGEMENT CO 3800 Centerpoint Drive Suite 910 Anchorage, AK, 99503	$4,013,615,571	180	13
MCKINLEY CAPITAL MANAGEMENT, LLC 3800 Centerpoint Drive, Suite 1100 Anchorage, AK, 99503-3956	$995,884,154	301	10
ALASKA WEALTH ADVISORS 3800 Centerpoint Drive, Suite 910 Anchorage, AK, 99503	$874,935,474	2004	14
SHILANSKI & ASSOCIATES, INC. 431 West Seventh Avenue, Suite 100 Anchorage, AK, 99501	$386,739,716	2309	16
BRIGHT ROAD WEALTH MANAGEMENT, LLC 405 W. 36th Avenue, Suite 212 Anchorage, AK, 99503	$349,477,061	1919	12

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