ANKONA MANAGEMENT, LLC
Firm details
- Headquarters
- NEWPORT BEACH, California
- CRD number
- 305665
- Registered since
- March 29, 2021
- Website
- www.ankona.com
Firm profile
FINTRXOverview
Ankona Management, LLC is a limited liability company that registered with the SEC in 2021 and is owned by an individual. The firm operates primarily as a sponsor and general partner, serving as managing member of pooled investment vehicles rather than providing traditional advisory services to retail or institutional advisory clients. The firm is classified as unclassified in the available snapshot and is not flagged as an active ESG investor, a multistate adviser, a pension consultant, or a related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4Arthur Morris
ManagerCRD 7354914
JOSHUA HARMSEN
Managing DirectorCRD 5163775
Jared Smith
Managing DirectorCRD 7354918
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEWPORT BEACH, CA
ORANGE
Location
NEWPORT BEACH, CA
Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 800 Newport Center Dr
- Time zone
- PT (UTC-8)
- Office locations
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