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
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