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RH BUCHANAN
420 L St
Ste 305
Anchorage, Alaska 99501
Tel: (907) 225-0833
About RH BUCHANAN
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.
Firm Information
| 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 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| 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 |
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