Anchin Wealth Management LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 111229
- Website
- www.anchin.com
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Anchin Wealth Management LLC operates as a limited liability company focused on providing investment advisory services primarily to individuals and families. The firm engages in the selection of other advisers, indicating a strategy that may involve collaborating with various investment managers to optimize client portfolios. Anchin Wealth Management LLC is classified as a capital allocator, which suggests a commitment to strategically deploying client assets across various investment opportunities.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Kuldeepak Acharya
Compliance OfficerCRD 5187445
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 3 Times Sq
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
FCO Advisors LP
RIANew York, NY
Mack Real Estate Credit Strategies, L.P.
RIANew York, NY
VIS Advisors, LP
RIANew York, NY
Lead Edge Capital Management, LLC
RIANew York, NY
Blackstone Isg-I Advisors L.L.C.
RIANew York, NY
Chadsel LLC
RIANew York, NY