Gary
Dalton
Latash Investments, LLC
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About this Advisor
Gary Dalton is a financial advisor who works in Anchorage, Alaska who has 20 years of relevant experience. Dalton is an employee of Latash Investments, LLC. During their career, Dalton has held roles at Latash Investments, LLC and Latash, LLC. Dalton holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Alaska. Latash Investments, LLC is a registered investment business that has its headquarters in Anchorage, AK. The company has a total of eight advisors. It administers $2 billion in assets across its 12 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to two charities and foundations. Of its 12 customer accounts, 67% are associated with high-net-worth investors who have greater than $1 million in assets. The business performs a broad set of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Financial advisory fees usually depend on which services are provided. However, fee types billed by Latash Investments, LLC can include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Latash Investments, LLC Brokerage Details
$1,648,561,780
8
12
$137,380,148
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Gary Dalton Work History
Gary has been registered as a financial advisor for 20 years.*
Latash Investments, LLC
Latash, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gary Dalton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Latash Investments, LLC
Anchorage, AK
Anchorage, AK
Anchorage, AK
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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