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).
Total Assets Under Management5MILLION
Total Number of Accounts23ACCOUNTS
Average Account Value$228,261
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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.
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.