Wealth Manager
    Manages Private Funds

    Outlook Financial Services

    Registered investment advisor · Anchorage, Alaska · CRD #133179

    Assets Under Management
    $31M
    Client Accounts
    42
    Employees
    1
    CRD Number
    133179
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Outlook Financial Services

    Outlook Financial Services is a registered investment advisory firm headquartered in Anchorage, Alaska, managing approximately $31M in regulatory assets across 42 client accounts. The firm's full regulatory record is filed with the SEC under CRD #133179.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Outlook Financial Services

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    Frequently Asked Questions

    What is Outlook Financial Services's AUM?

    Outlook Financial Services reports approximately $31M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Outlook Financial Services headquartered?

    Outlook Financial Services is headquartered in Anchorage, Alaska.

    What is Outlook Financial Services's CRD number?

    Outlook Financial Services's CRD number is 133179. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Outlook Financial Services manage?

    Outlook Financial Services manages approximately 42 client accounts according to its latest SEC filing.

    Is Outlook Financial Services SEC registered?

    Outlook Financial Services is registered as a STATE investment adviser.

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