Anvik Advisers LLC
RIAState Registered
Total AUM
$27M
Discretionary
$27M
100% of AUM
Avg account
$4.5M
Accounts
6
Employees
1
Advisory reps
1
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 an independent, privately owned registered investment adviser organized as a limited liability company. The firm focuses on portfolio management for individuals and small businesses and charges clients on a percentage-of-assets basis. It does not identify as an active ESG investor, is not positioned as a capital allocator or pension consultant, and does not report affiliations with related advisers. The adviser manages accounts on a discretionary basis for a concentrated client base.
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%
Owners & executives
FINTRXContacts
FINTRXWealth 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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