$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 summit
- 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
2.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
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Asset Classes
Atlas north Quantum catalyst
Investment Themes
Vector momentum
Investment Vehicles
Atlas
Services
Insight ridge Timber Focus timber Element capital Prime vector Harbor optima Alpha
Technology
Quantum
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% |