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Home > Retirement Planners > texas > southlake > ANCOR CAPITAL PARTNERS
ANCOR CAPITAL PARTNERS
2720 E. State Hwy 114
Southlake, Texas 76092
Tel: (817) 877-4458
About ANCOR CAPITAL PARTNERS
ANCOR CAPITAL PARTNERS, formally registered with the SEC as ANCOR CAPITAL PARTNERS. The firm was established in 07/30/2021. They have over 2 offices throughout the country.
ANCOR CAPITAL PARTNERS is a Southlake, Texas based Financial Planning firm with nearly $181,067,784 assets under management, offering retirement planning & investment advisory services to 15 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 210524 |
| SEC# | 801-121994 |
| Assets Managed by Firm | $181,067,784 |
| No. of Clients | 15 |
| No. of Advisors | 9 |
Fee Structure
- Performance Based
- Other (TRANSACTION FEES AND MANAGEMENT SERVICE FEES)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 15 | $181,067,784 |
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