Anchor Russell Capital Advisors Inc (Boston)

Name: Anchor Russell Capital Advisors Inc
Address: One Post Office Square, Boston, MA, 02109 2103
Telephone: [617] 338-2722

Anchor Russell Capital Advisors Inc is a large advisory firm based in Boston. It manages $311.52 million of regulatory assets for 504 client accounts. It has been registered with the SEC as an adviser since 2001 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 pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Anchor Russell Capital Advisors: assets under management

The assets under management (AUM) of Anchor Russell Capital Advisors Inc is $311.52 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -60% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $311.52 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $618.1 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Anchor Russell Capital Advisors Inc 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.

Careers at Anchor Russell Capital Advisors Inc

Stephen Carter Brown has been acting as President since 1 Apr 1989. Gary Edward Adams joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Phipps Rice	President, director, treasurer, clerk	1 Apr 1989	50% - 75%	2114122
Stephen Carter Brown	Director	1 Apr 1989	Other	33028
Mark Vayda Rickabaugh	Shareholder	1 Apr 1989	Other	376104
John Drew Dupuy	Executive vice president	1 Jul 1989	Other	1098130
Anton Henry Rice	Director	1 Dec 1998	Other	1475592
Gary Edward Adams	Member	1 Jun 2006	Other	3123178
Anchor Capital Holdings Llc	Member, manager	1 Jun 2006	75% - 100%	20-4918509

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Boston Private Financial Holdings	Manager, member	1 Jun 2006	75% - 100%	04-2976299

Based in Boston

The principal office where Anchor Russell Capital Advisors Inc 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.