ANCHOR ADVISORY, LLC
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 297570
- Website
- anchor-advisory.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- HNWI56.07%
- Corporations / Businesses39.14%
- Individuals4.79%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Anchor Advisory, LLC is a limited liability company that provides discretionary portfolio management for individuals, families, small businesses and institutional clients. The firm charges a mix of percentage-of-AUM fees, hourly fees and other fee arrangements. It does not position itself as an ESG-focused manager, is not a multi-state adviser, and is not described as a pension consultant or a dedicated capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds59%
- Exchange Traded Equities20%
- Cash & Cash Equivalents11%
- US Government Bonds7%
- Non-Investment Grade Corp Bonds2%
Owners & executives
1 of 1LUIS DUBON
CEO & CCOCRD 5036124
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MIAMI, FL
MIAMI DADE
Location
MIAMI, FL
Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 1200 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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