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Building 2ANCHORPATH FINANCIAL, LLC

Map pinNEW YORK, NY
Phone212-969-1000
NotebookSEC #801-79380
Total AUM
$28.8M
Employees
3
Clients
13

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1345 AVENUE OF THE AMERICAS
NEW YORK
NY 10105
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
212-969-1000

ReceiptFinancials

Total AUM
$28.8M
Accounts
19
Discretionary
$28.8M
Accounts
19
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
5
AUM
$1.2M
HNW Individual Clients
5
AUM
$3M
Investment Company Clients
1
AUM
$0
Pooled Vehicle Clients
2
AUM
$24.6M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CT

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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