A
$24.0M Total AUM
$24.0M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
7 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-18-2018
- Office Locations
- 1
Office Locations
1200 Brickell AVE STE 1811 Miami FL
About Anchor Advisory, LLC
Anchor Advisory, LLC is a Miami-based RIA. The firm has been operating for 7 years. Managing $24.0M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and Raymond James.
Team overview
-- AVG AGE
$24.0M AVG AUM / ADVISOR
$856.4K AVG AUM / CLIENT
7.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Ridge
Client Personas
Momentum eagle
Investment Themes
Radial optima
Investment Vehicles
Prime
Owner & Executives
No owner records available.
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Unlock allContacts
LUIS ALBERTO DUBON
--
- CRD
- #5036124
(585) 926-3529
eagle.signal@signalcapital.com
in linkedin.com/in/fusion-harbor
Showing 1 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,977,878 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,977,878 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,977,878
Corporate - Investment Grade:
33.2% Equity - Exchange:
7.0% Cash:
17.1% U.S. Government/Agency:
26.6% Corporate - Non-Investment Grade:
6.2% Public Funds:
9.9% | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | $651,914,543 | 33.2% |
| Equity - Exchange | $137,451,861 | 7.0% |
| Cash | $335,775,262 | 17.1% |
| U.S. Government/Agency | $522,317,074 | 26.6% |
| Corporate - Non-Investment Grade | $121,743,077 | 6.2% |
| Public Funds | $194,396,204 | 9.9% |
| Total | $1,963,598,021 | 100.0% |