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LATASH INVESTMENTS, LLC

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

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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 StatusApproved
Firm CRD#128012
SEC#801-62261
Assets Managed by Firm$1,649,021,511
No. of Clients12
No. of Advisors7

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 ClientsAUM
Firm Total12$1,649,021,511
High net worth individuals8$192,979,889
Charitable organizations2$792,359,502

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