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ANCORATO
851 N Hickory Street Suite 100
Meridian, Idaho 83642
Tel: 208-955-0500
About ANCORATO
ANCORATO, formally registered with the SEC as ANCORATO. The firm was established in 10/21/2022. They have over 1 offices throughout the country.
ANCORATO is a Meridian, Idaho based Financial Planning firm with nearly $170,584,347 assets under management, offering retirement planning & investment advisory services to 1022 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 322695 |
| SEC# | 801-126757 |
| Assets Managed by Firm | $170,584,347 |
| No. of Clients | 1022 |
| No. of Advisors | 15 |
Fee Structure
- A percentage of AUM
- Subscription fees
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1022 | $170,584,347 |
| Individuals (other than high net worth individuals) | 962 | $108,862,798 |
| High net worth individuals | 29 | $59,137,401 |
| Pension and profit sharing plans | 31 | $2,584,148 |
More Retirement Planning firms in Meridian, Idaho:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $9,361,493,116 | 386 | 63 | |
| $3,797,719,931 | 78 | 10 | |
| $2,856,919,716 | 463 | 34 | |
| $1,931,996,135 | 801 | 6 | |
| $1,380,795,719 | 2334 | 19 |
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