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Brandy Romer Niclai

Alaska Permanent Capital Management, LLC

Anchorage, AK

CRD 4291657

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Employer firm

Alaska Permanent Capital Management, LLC CRD 106233

$4.40B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • SUPERVISORY INVESTMENT MANAGEMENT

From the firm’s Form ADV. Read the guides:

Current Employers
Alaska Permanent Capital Management, Llc

3800 Centerpoint Drive, Suite 910, Anchorage, AK 99503 • United States

Current Registrations

AuthorityCategoryStatusDate
AK RA APPROVED 2009-01-28
  • AK RA
    APPROVED
    Since 2009-01-28

Branch Locations

3800 Centerpoint Drive, Suite 910, Anchorage, AK 99503 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Alaska Permanent Capital Management Co. Anchorage AK 01/2005 Present
  • 01/2005 → Present
    Alaska Permanent Capital Management Co.
    Anchorage, AK
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-12-22
S63 Uniform Securities Agent State Law Examination 2000-12-08
  • S65 Uniform Investment Adviser Law Examination
    2000-12-22
  • S63 Uniform Securities Agent State Law Examination
    2000-12-08
Designations
  • Chartered Financial Analyst
Other Names
  • Brandy Christine Romer

View on SEC IAPD

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