Anchory, LLC
RIASEC Registered
Total AUM
$6.4M
Discretionary
$6.4M
100% of AUM
Avg account
$165K
Accounts
39
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 293701
- Website
- www.anchory.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI93.32%
- Individuals6.68%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Anchory, LLC is a small, owner-operated independent registered investment adviser organized as an LLC. The firm serves individual and family clients — and small-business owners — providing financial planning and portfolio management on a fee-for-assets-under-management basis. Anchory reports discretionary management authority and does not market itself as an ESG investor, pension consultant, or capital allocator; it is not listed as a multi-state adviser.
Assets & Accounts
Public Holdings
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- Exchange Traded Equities10%
- Cash & Cash Equivalents7%
Owners & executives
1 of 1
Niels Buksik
CEOCRD 5452418
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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