Anchorpath Financial, LLC
Anchorpath Financial, LLC (CRD# 155600) is a financial advisory firm headquartered in Stamford, CT. They manage $42,656,000 in 16 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management43MILLION
Total Number of Accounts16ACCOUNTS
Average Account Value$2,666,000
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Joseph D'anna (CRD# 4704925) is an Investment Advisor Representative working at Anchorpath Financial, LLC in Stamford, CT and has over 6 years of experience in the finance industry.
Marshall Greenbaum (CRD# 4943756) is an Investment Advisor Representative working at Anchorpath Financial, LLC in Stamford, CT and has over 12 years of experience in the finance industry.