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ANCHOR ADVISORY, LLC
CRD 297570
1200 BRICKELL AVE STE 1811, MIAMI, FL, 33131, United States
Phone
(305) 491-9391
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$24.0M
Discretionary AUM
$24.0M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; ANNUAL FLAT FEE AND REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-05-04
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $1.1M |
| High net worth individuals | 13 | $13.4M |
| Corporations/business entities | 8 | $9.4M |
All web addresses on file
Official SEC filing: View on IAPD