ANCHOR CAPITAL ADVISORS LLC

Two International Place
Suite 2110
Boston, Massachusetts 02110-4104
Tel: 617-338-3800

About ANCHOR CAPITAL ADVISORS LLC

ANCHOR CAPITAL ADVISORS LLC, formally registered with the SEC as ANCHOR CAPITAL ADVISORS LLC. The firm was established in 05/12/1983. They have over 5 offices throughout the country.

ANCHOR CAPITAL ADVISORS LLC is a Boston, Massachusetts based Financial Planning firm with nearly $2,611,786,469 assets under management, offering retirement planning & investment advisory services to 3183 clients. The firm is staffed with 46 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105540
SEC#	801-18930
Assets Managed by Firm	$2,611,786,469
No. of Clients	3183
No. of Advisors	46

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	3183	$2,611,786,469
Individuals (other than high net worth individuals)	189	$115,558,053
High net worth individuals	298	$1,000,133,397
Pension and profit sharing plans	25	$210,388,438
Charitable organizations	21	$189,192,411
Corporations or other businesses	10	$27,222,369

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