420 L St
Ste 305
Anchorage, Alaska 99501
Tel: (907) 225-0833
RH BUCHANAN, formally registered with the SEC as RH BUCHANAN. The firm was established in 02/03/2020. They have over 1 offices throughout the country.
RH BUCHANAN is a Anchorage, Alaska based Financial Planning firm with nearly $165,168,575 assets under management, offering retirement planning & investment advisory services to 53 clients. The firm is staffed with 2 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 166806 |
SEC# | 801-118012 |
Assets Managed by Firm | $165,168,575 |
No. of Clients | 53 |
No. of Advisors | 2 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 53 | $165,168,575 |
Individuals (other than high net worth individuals) | 12 | $4,121,177 |
High net worth individuals | Fewer than 5 clients | $1,181,049 |
Pension and profit sharing plans | 12 | $119,486,790 |
Corporations or other businesses | Fewer than 5 clients | $527,901 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$4,013,615,571 | 180 | 13 | |
$1,649,021,511 | 12 | 7 | |
$995,884,154 | 301 | 10 | |
$874,935,474 | 2004 | 14 | |
$386,739,716 | 2309 | 16 |
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