AUMdb

Anchr Technologies Ria Llc

SEC-registered Investment Adviser · Boutique (under $100M) CRD 340245 · SEC file 801-135624 · New York, NY · apps.apple.com
☆ Save with Pro ADV data as of Jul 28, 2026
Regulatory AUM
$0
Discretionary
$0
Clients
2
Avg AUM / client
Accounts
0
Employees
2

AUM over time

$0 $0
Feb 19, 2026 Jul 28, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Jul 28, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 2 $0

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 05/08/2026 896 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Subscription fees

Services

  • Portfolio management for individuals/small businesses

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 28, 2026.

View current Form ADV (SEC/IAPD) ↗