ANCHOR CAPITAL MANAGEMENT, LLC

323 Taughannock Boulevard
#8
Ithaca, New York 14850
Tel: 607.272.0004

About ANCHOR CAPITAL MANAGEMENT, LLC

ANCHOR CAPITAL MANAGEMENT, LLC, formally registered with the SEC as ANCHOR CAPITAL MANAGEMENT, LLC. The firm was established in 04/21/2014. They have over 1 offices throughout the country.

ANCHOR CAPITAL MANAGEMENT, LLC is a Ithaca, New York based Financial Planning firm with nearly $50,395,603 assets under management, offering retirement planning & investment advisory services to 73 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	124600
SEC#	801-79631
Assets Managed by Firm	$50,395,603
No. of Clients	73
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	73	$50,395,603
Individuals (other than high net worth individuals)	17	$8,642,491
High net worth individuals	17	$38,702,327
Charitable organizations	1	$3,050,785

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