ANCHOR ADVISORY, LLC

ANCHOR ADVISORY, LLC of MIAMI, FL is an SEC-registered investment adviser (CRD 297570). Regulatory assets under management: $24.0M.

Registration

• CRD: 297570
• Type: Registered investment adviser
• Location: 1200 BRICKELL AVE STE 1811, MIAMI, FL, 33131
• Phone: (305) 491-9391
• Latest filing: 2026-05-04
• Regulatory AUM: $24.0M
• Discretionary AUM: $24.0M
• Clients: 1
• Accounts: 33

Business model

Compensation: % of AUM, Hourly, Other.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297570 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search