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Samuel D Skaggs Investments (Juneau)


Samuel D Skaggs Investments is a large advisory firm based in Juneau. It manages $30.6 million of regulatory assets for 112 client accounts. It has been registered with the SEC as an adviser since 2007.

Samuel D Skaggs Investments provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Samuel D Skaggs Investments: assets under management

The assets under management (AUM) of Samuel D Skaggs Investments is $30.6 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $30.6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $273.21 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Samuel D Skaggs Investments for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Juneau

The principal office where Samuel D Skaggs Investments performs its advisory services is located at 119 Seward Street, Juneau, AK 99801, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 907-463-5511 or by fax 907-463-4889. The normal business hours are 730 am-430 pm on Monday - Friday.


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