Anthony Capital, LLC

Anthony Capital, LLC (CRD# 152504) is a financial advisory firm headquartered in Broomfield, CO. They manage $5,250,000 in 23 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $228,261
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

CO, TX

Financial Advisors at Anthony Capital, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Dave Anthony, CFP®, RMA®
CRD#: 3068955
11001 West 120th Ave, #400, Broomfield, CO 80021
103
Wealthminder
score

Dave Anthony (CRD# 3068955) is the President and Portfolio Manager of Anthony Capital, LLC , located in Broomfield, CO,  a  He  has over 18 years of experience in the finance industry.

 

Anthony Capitlal, LLC is a fee-only investment advisory firm.

 

Dave Anthony has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

 

Dave is a Retirement Management Analyst, (RMA®)  and specializes in retirement income planning for Baby Boomers retirees and affluent individuals.

 

 

 

 

 

2
Matthew J. Ure
CRD#: 6444268
19115 F-m 2252, Suite 10, Garden Ridge, TX 78266
90
Wealthminder
score

Matthew Ure (CRD# 6444268) is an Investment Advisor Representative working at Anthony Capital, LLC in Garden Ridge, TX and has 1 year of experience in the finance industry.

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