SHILANSKI & ASSOCIATES, INC.

HTTP://WWW.SHILANSKI.COM ANCHORAGE, AK Investment Advisor How do I update this listing?

Shilanski & Associates is based out of Anchorage. Shilanski & Associates is a large advisory firm with 410 clients and discretionary assets under management (AUM) of $152,654,084 (Form ADV from 2019-03-30). Their last reported 13F filing for Q2 2019 included $123,447,000 in managed 13F securities and a top 10 holdings concentration of 31.78%. Shilanski & Associates's largest holding is SPDR S&P 500 Growth ETF with shares held of 130,447. Whalewisdom has at least 1 13F filings

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06/30/2019

Top Sells

  • Name% Change

06/30/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -2.27%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

SHILANSKI & ASSOCIATES, INC.
431 WEST SEVENTH AVENUE SUITE 100
ANCHORAGE AK    99501
Country: United States

Business Phone: 907-278-1351
Fax: 907-278-4237
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: AK
Number of employees: 11
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Subscription fees,Fixed fees,Commissions
Amount of client funds and securities:
Total Number of Clients: 410
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.D (1),11.D (2),11.D (3),11.D (5),11.E (2),11.E (3),11.E (4)
Data above was derived from SEC filings.

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