$3.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
8 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Bridge summitPeak signal
- Established Date
- 12-13-2017
- Office Locations
- 1
Office Locations
-- Anchorage AK
About Alaska Retirement
Alaska Retirement is an Anchorage, AK-based retail RIA providing financial planning and portfolio management, including retirement plan guidance and insurance/life insurance solutions. The firm emphasizes asset allocation, risk management, and ESG/socially responsible themes, implemented primarily with mutual funds. Owner-led by advisor/CCO Anthony John Giralmo.
Team overview
-- AVG AGE
$3.0M AVG AUM / ADVISOR
$200.0K AVG AUM / CLIENT
2.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
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Asset Classes
Atlas north Quantum catalyst Oak Quantum value
Custodian
Meridian delta Delta
Investment Themes
Vector momentum Atlas unison Foundation Crest
Investment Vehicles
Atlas
Services
Insight ridge Timber Focus timber Element capital Prime vector Harbor optima Alpha
Technology
Quantum Matrix
Owner & Executives
A
ANTHONY JOHN GIRALMO
Advisor, Chief Compliance Officer, Chief Executive Officer
- CRD
- #6370448
- Ownership
- 75% or more
(472) 937-2205
vertex.element@quantumcapital.com
in linkedin.com/in/focus-frontier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,000,000 | -- |
| Total | $3,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,000,000
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,058,040,174 | 100.0% |
| Total | $4,058,040,174 | 100.0% |