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ANCHOR CAPITAL MANAGEMENT, LLC
CRD 124600 · SEC 801-79631
323 TAUGHANNOCK BOULEVARD, #8, ITHACA, NY, 14850, United States
Phone
607.272.0004
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$61.2M
Discretionary AUM
$61.2M
Team
3 total employees; 3 advisory reps; 3 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $19.4M |
| High net worth individuals | 53 | $37.8M |
| Charitable organizations | 1 | $4.0M |
States served
NY, TX
All web addresses on file
Official SEC filing: View on IAPD