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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