Anchor/Russell Capital Advisors LLC is a large advisory firm based in Boston. It manages $282.17 million of regulatory assets for 369 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Connecticut, Florida, Illinois, and 5 other states.
Anchor/Russell Capital Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Anchor/Russell Capital Advisors LLC is $282.17 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Anchor/Russell Capital Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
David J Kaye has been acting as President since 1 Oct 2010. Diane Marie Debono Schafer joined the executive team most recently as the Chief Compliance Officer.
The principal office where Anchor/Russell Capital Advisors LLC performs its advisory services is located at One Post Office Square, Boston, MA 02109 2103, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number [617] 338-2722 or by fax [617] 368-3768. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.anchorrussell.com.