APCM Wealth Management for Individuals is an investment advisor in Anchorage with $710.71 mm assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
464693452
SEC advisor number
801-80133
FINRA CRD number
172151
AUM ?
$710.71 mm
(as of 4 Aug 22)
Accounts
1,553
(as of 4 Aug 22)
Employees
11
(10 investment advisory or research)
Address
APCM Wealth Management for Individuals
900 W 5TH AVENUE
SUITE 600
ANCHORAGE
AK 99517
900 W 5TH AVENUE
SUITE 600
ANCHORAGE
AK 99517
Phone
9072727575
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Jul 24
13F-HR
Quarterly holdings report by institutional manager
18 Apr 24
13F-HR
Quarterly holdings report by institutional manager
16 Jan 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
28 Jul 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23
13F-HR
Quarterly holdings report by institutional manager
21 Oct 22
13F-HR
Quarterly holdings report by institutional manager
15 Jul 22
13F-HR
Quarterly holdings report by institutional manager
11 Apr 22