ANCHOR CAPITAL ADVISORS LLC
Two International Place, Boston MA 02110-4104
Firm Details
The basic information about the firm.
Assets Under Management (AUM)
This is the total number of dollars the firm holds in client assets
- $2,611,786,469.00
Number of Accounts
This is the total number of open accounts the firm has under management.
- 3183
Number of Employees
This is the total number of employees that work at the firm.
- 46
Investment Employees
Investment employees includes any individual that is employed by the firm that may directly make financial decisions on behalf of the client
- 14
Custody of Assets
Investment employees includes any individual that is employed by the firm that may directly make financial decisions on behalf of the client
- True
Services & Fee Structure & Activities
Information about the services offered and fee structure.
Services
- Financial PlanningPortfolio ManagementPooled Investment ManagementBusiness Investment ManagementSelection of Other Advisors
Fee Structure
- Percentage of Assets Under ManagementHourlyFixed Fee
Activities
- Securities Buy/Sell Client Account
- Trade Quantity
- Use of Broker-Dealer
- Commission Rate
Clients
Information about the firm's clients.
High Net Worth Clients
A client that has either: greater than $750,000 in investable assets or a $1,500,000 net worth
- 298
High Net Worth AUM
This is the total number of assets under management for all clients the firm identifies as high net worth
- $1,000,133,397.00
Pension Profit Sharing Clients
Clients of the firm that participate in a profit sharing plan which the firm performs financial services
- 25
Charitable Organization Clients
Number of clients the firm identifies as Charitable Organizations
- 25
Charitable Organization AUM
Total number of assets under management for clients the form identifies as a “charitable organization”
- $189,192,411.00
Corporate Clients
Corporate clients are any companies that enlist the investment adviser for wealth management services
- 10
Corporate AUM
Total number of assets under management for clients the form identifies as “corporate”
- $27,222,369.00
None US Client Percentage
This is the total number of open accounts the firm has under management.
- 2%