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Insights

Strategic Partnership Recent Carson Group partnership signals openness to collaborative wealth management relationships and potential cross-referrals or co-branding opportunities to expand client base in Alaska.

UMA Growth Moderate revenue size with a high-touch independent advisory model suggests opportunities to upsell advanced planning services, tax strategy, and estate planning for high-net-worth clients.

Asset Exposure Active investments in Credicorp and Ampio Pharmaceuticals indicate a willingness to engage with diversified asset classes; potential cross-sell of research, portfolio analysis, and ESG or thematic strategies.

Digital Footprint Tech stack includes WordPress, Zoho, HubSpot, Google Cloud and more, offering avenues for optimized client onboarding, CRM-driven outreach, and targeted digital marketing campaigns to generate qualified inbound leads.

Local Focus Alaska-centric branding and long-standing presence since 1978 present an opening to tailor region-specific financial planning services, retirement and college funding solutions for local affluent families and business owners.

Similar companies to Shilanski & Assoc., Inc.

Shilanski & Assoc., Inc. Tech Stack

Shilanski & Assoc., Inc. uses 8 technology products and services including WordPress, Zoho, Shopify, and more. Explore Shilanski & Assoc., Inc.'s tech stack below.

Shilanski & Assoc., Inc.'s Email Address Formats

Shilanski & Assoc., Inc. uses at least 2 email formats:
Shilanski & Assoc., Inc. Email FormatsExamplePercentage
First@shilanski.comJohn@shilanski.com
77%
Last@shilanski.comDoe@shilanski.com
23%

Frequently Asked Questions

What is Shilanski & Assoc., Inc.'s phone number?

Minus sign iconPlus sign icon You can contact Shilanski & Assoc., Inc.'s main corporate office by phone at
+1-907-278-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Shilanski & Assoc., Inc.'s official website and social media links?

Minus sign iconPlus sign iconShilanski & Assoc., Inc.'s official website is shilanski.com and has social profiles on LinkedIn.

How much revenue does Shilanski & Assoc., Inc. generate?

Minus sign iconPlus sign icon As of September 2026, Shilanski & Assoc., Inc.'s annual revenue is estimated to be $1M - $10M.

What is Shilanski & Assoc., Inc.'s NAICS code?

Minus sign iconPlus sign iconShilanski & Assoc., Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Shilanski & Assoc., Inc. have currently?

Minus sign iconPlus sign iconAs of September 2026, Shilanski & Assoc., Inc. has approximately 10 employees across 1 continents, including North America. Key team members include President: C. M., Owner: F. T. and Chairman: I. E. Explore Shilanski & Assoc., Inc.'s employee directory with LeadIQ.

What industry does Shilanski & Assoc., Inc. belong to?

Minus sign iconPlus sign iconShilanski & Assoc., Inc. operates in the Financial Services industry.

What technology does Shilanski & Assoc., Inc. use?

Minus sign iconPlus sign iconShilanski & Assoc., Inc.'s tech stack includes WordPress, Zoho, Shopify, Google Workspace, Cornerstone, Google Cloud, HubSpot and Vimeo.

What is Shilanski & Assoc., Inc.'s email format?

Minus sign iconPlus sign iconShilanski & Assoc., Inc.'s email format typically follows the pattern of First@shilanski.com. Find more Shilanski & Assoc., Inc. email formats with LeadIQ.
Shilanski & Assoc., Inc. logo

Shilanski & Assoc., Inc.

Financial ServicesAlaska, United States2-10 Employees

Shilanski & Assoc., Inc. is a small, independent financial services firm based in Anchorage, Alaska. Established in 1978, it provides comprehensive financial planning and wealth-management services. The firm helps clients with retirement planning, funding for education, and portfolio management—including substantial portfolios—as well as tax and estate planning strategies. Investment advisory services are offered through CWM, LLC, an SEC-registered advisor, reflecting a partnership with a national platform while maintaining independent product selection.

Serving residents of Alaska, the firm targets individuals seeking structured planning across long horizons. As a recent development, in September 2025 Carson Group announced a partnership with Shilanski & Assoc., Inc., indicating a collaboration with a larger wealth-advisory network.

Section iconCompany Overview

Phone number
+1-907-278-****
Website
shilanski.com
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M - $10M

    Shilanski & Assoc., Inc.'s revenue is estimated to be in the range of $1M - $10M

Company Leadership

  • President at Shilanski & Assoc., Inc.
    C. M.
    President
    Mobile Phone
  • Owner at Shilanski & Assoc., Inc.
    F. T.
    Owner
    Mobile Phone
  • Chairman at Shilanski & Assoc., Inc.
    I. E.
    Chairman
    Mobile Phone
  • Managing Director at Shilanski & Assoc., Inc.
    M. C.
    Managing Director
    Mobile Phone
  • Executive Director at Shilanski & Assoc., Inc.
    K. B.
    Executive Director
    Mobile Phone

Employee Directory

  • Executive Director at Shilanski & Assoc., Inc.
    K. H.
    Executive Director
    Mobile Phone
  • Service Supervisor at Shilanski & Assoc., Inc.
    C. C.
    Service Supervisor
    Mobile Phone
  • Accounting Manager at Shilanski & Assoc., Inc.
    C. S.
    Accounting Manager
    Mobile Phone
  • Manager at Shilanski & Assoc., Inc.
    R. S.
    Manager
    Mobile Phone
  • Principal at Shilanski & Assoc., Inc.
    S. B.
    Principal
    Mobile Phone

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