Investment adviser · CRD 116431
SHILANSKI & ASSOCIATES, INC.
Investment adviser filing (IA)
ANCHORAGE, AK, United States · Form ADV filed May 30, 2025
- Regulatory AUM
- $420M Form ADV · Item 5.F
- Client accounts
- 2,030 Accounts, not individual clients
- Employees
- 16 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 139 | $292,739,789 | 69.7% |
| Individuals | 374 | $127,548,315 | 30.3% |
Filing source
Form ADV 1994696 · May 30, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 30, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Subscription · Fixed · Commissions
Principal office
431 WEST SEVENTH AVENUE, SUITE 100ANCHORAGE, AK, 99501, United States
CRD 116431
Filing source
Form ADV 1994696 · May 30, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.