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).

By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $2,666,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Anchorpath Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Joseph L. D'anna
CRD#: 4704925
1266 East Main Street, Suite 700r, Stamford, CT 06902
96
Wealthminder
score

Joseph D'anna (CRD# 4704925) is an Investment Advisor Representative working at Anchorpath Financial, LLC in Stamford, CT and has over 5 years of experience in the finance industry.

2
Marshall C. Greenbaum
CRD#: 4943756
1266 East Main Street, Suite 700r, Stamford, CT 06902
96
Wealthminder
score

Marshall Greenbaum (CRD# 4943756) is an Investment Advisor Representative working at Anchorpath Financial, LLC in Stamford, CT and has over 11 years of experience in the finance industry.

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