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Home > Retirement Planners > alaska > anchorage > LATASH INVESTMENTS, LLC
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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