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OUTLOOK FINANCIAL SERVICES
OUTLOOK, INC.
CRD 133179
2525 BLUEBERRY ROAD, SUITE 103, ANCHORAGE, AK, 99503, United States
Phone
907-274-1660
Fax
907-272-1077
Registration
— (—)
Source
State registered
Total AUM
$30.7M
Discretionary AUM
$22.9M
Team
1 total employees; 1 advisory reps; 27 broker-dealer reps
Clients
51-100
Fees
Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $8.0M |
| High net worth individuals | 16 | $22.7M |
All web addresses on file
Official SEC filing: View on IAPD