Anvik Advisers LLC
Firm details
- Headquarters
- ,
- CRD number
- 143807
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Anvik Advisers LLC is a privately held limited liability company that provides fee-based portfolio management to individual and family clients, as well as small businesses. The firm is owned by an individual and charges clients a percentage of assets under management. Its advisory focus is direct portfolio management rather than pension consulting or institutional capital allocation. Anvik does not identify as an active ESG investor and is not registered as a multi-state adviser in the data provided.
Assets & Accounts
Investments & Alternatives
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
- US Government Bonds90%
- Exchange Traded Equities10%
Contacts
1 of 1James Mclaughlin
Managing MemberCRD 823224
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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