New York Alaska Etf Management, LLC (Woodland Hills)
New York Alaska Etf Management, LLC is an investment adviser to an investment company based in Woodland Hills. It manages $11.26 thousand of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of California, Delaware, Nevada, and New York.
New York Alaska Etf Management provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
New York Alaska Etf Management: assets under management
The assets under management (AUM) of New York Alaska Etf Management, LLC is $11.26 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -89% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay New York Alaska Etf Management, LLC for their services and products based on a percentage of assets under management. 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.
What kind of clients New York Alaska Etf Management serves?
The only and largest group of clients of New York Alaska Etf Management is investment companies with 2 clients and $11.26 thousand of assets under management. Among the 0 most similar advisory firms, New York Alaska Etf Management has the 0th lowest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $11.26 thousand for 2 clients. None of the firm’s clients are foreign persons or businesses.
New York Alaska Etf Management doesn't advise any private funds.
Careers at New York Alaska Etf Management, LLC
The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Nicholas Abbate has served as the Chief Investment Officer since 1 Nov 2016. Peter Joseph Flynn joined the executive team most recently as the Chief Information Officer.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 1 indirect owner.Based in Woodland Hills
The principal office where New York Alaska Etf Management, LLC performs its advisory services is located at 20340 Chapter Drive, Woodland Hills, CA 91364, 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 8189414618. The normal business hours are by appointment on Monday - Friday.
Registered investment advisers similar to New York Alaska Etf Management, LLC
- Laporte Capital
- Perpentuum Capital Gmbh
- United Ecoenergy Advisors
- Transition Investment Group
- Perpetuum Capital Gmbh
- Virginia Financial Innovation Corp
- Commerce Wealth Advisers
- Hale Financial Solutions
- Acsb Capital Management
- Dvdend
- Keith M. Summers, Cfa
- Efficient Portfolio Consultants
- Summers, Keith Macdonald
- Philip S Paul & Associates
- Chang, Cecilia Fang