1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ANCHOR CAPITAL MANAGEMENT, LLC

Map pinITHACA, NY
Phone607.272.0004
NotebookSEC #801-79631
Total AUM
$61.2M
Employees
3
Clients
70

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
323 TAUGHANNOCK BOULEVARD
#8
ITHACA
NY 14850
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
607.272.0004

ReceiptFinancials

Total AUM
$61.2M
Accounts
70
Discretionary
$61.2M
Accounts
70
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
16
AUM
$19.4M
HNW Individual Clients
53
AUM
$37.8M
Charitable Organization Clients
1
AUM
$4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NYTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account