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Building 2ANCOR CAPITAL PARTNERS

Map pinSOUTHLAKE, TX
Phone(817) 877-4458
NotebookSEC #801-121994
Total AUM
$458.4M
Employees
9
Clients
12

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2720 E. STATE HWY 114
SOUTHLAKE
TX 76092
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(817) 877-4458
Other Offices
1

ReceiptFinancials

Total AUM
$458.4M
Accounts
12
Discretionary
$458.4M
Accounts
12
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
12
AUM
$458.4M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Performance-Based
Other Compensation
TRANSACTION FEES AND MANAGEMENT SERVICE FEES

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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