Anchor Advisory Services

Advertising Networks · Massachusetts, United States · 11-50 Employees

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Overview

Headquarters

8a Court St, Plymouth, Massachusetts, 02...

Phone Number

(774) 773-3984

Revenue

$5 Million

Industry

Advertising Networks Business Services Project Management Call Centers & Business Centers
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Anchor Advisory Services

Anchor Advisory Services is a boutique firm that specializes in providing financial advisors and wholesalers with scheduling, investment, and RIA acquisition services. The company’s dynamic team helps boost sales activity and territory sales through innovative strategies and an established sales network. They offer services such as wholesaler scheduling, telephone solicitation, distribution consulting, and RIA acquisition to facilitate business growth. With a focus on professionalism and cost-effective solutions, Anchor Advisory Services aims to create valuable relationships for sponsors and asset managers in the financial services industry.Explore more
Anchor Advisory Services's Social MediaPopular SearchesAnchor Advisory ServicesAnchor Advisory Services CorpAnchor Advisory LLCAnchor Advisory ServiceAnchor AdvisorySIC Code 87,874NAICS Code 54,541Show more

Anchor Advisory Services Org Chart

PhoneEmail
AB
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Director, Client Relations

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MC
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Client Associate

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KS
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Client Associate

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PR
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Client Associate

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LM
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Client Associate

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BA
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Client Associate

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LC
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Client Associate

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DO
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Client Associate

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Anchor Advisory Services

$5M
11-50
Private
<$5M
2016
AB
Amber BrennanDirector, Client Relations
$30.9M
51-200
Private
-
2000
<$5M
1-10
Private
-
-
AL
Angie LohCEO & Founder
<$5M
11-50
Private
-
1998
Donald Conrad, President & Chief Executive Officer at Conrad Capital Management
Donald ConradPresident & CEO
<$5M
11-50
Private
-
2000
GB
Grace BennettPrincipal, Portfolio Manager and Chief Strategy Officer
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
Thomas Holliger, President & Manager, Private Wealth at Holliger Financial Consultants
Thomas HolligerPresident & Manager, Private Wealth
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Anchor Advisory Services is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Anchor Advisory Services is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Anchor Advisory Services.

Anchor Advisory Services financials insights

Gather financial insights about Anchor Advisory Services, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$114K

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Anchor Advisory Services Tech Stack

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Anchor Advisory Services News & Media

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Frequently Asked Questions Regarding Anchor Advisory Services

What is Anchor Advisory Services's official website?
Anchor Advisory Services's official website is www.anchoras.com
What is Anchor Advisory Services's Revenue?
Anchor Advisory Services's revenue is $5 Million
What is Anchor Advisory Services's SIC code?
Anchor Advisory Services's SIC: 87,874
What is Anchor Advisory Services's NAICS code?
Anchor Advisory Services's NAICS: 54,541
How many employees does Anchor Advisory Services have?
Anchor Advisory Services has 11-50 employees
What industry does Anchor Advisory Services belong to?
Anchor Advisory Services is in the industry of: Advertising Networks, Business Services, Project Management
What is Anchor Advisory Services competition?
Anchor Advisory Services top competitors include: Wealth Advisory Services, Woodmont Investment Counsel, Core Advisors, Young America Capital
What companies has Anchor Advisory Services acquired?
Anchor Advisory Services has acquired the companies: Anchor Advisory Services
What technology does Anchor Advisory Services use?
Some of the popular technologies that Anchor Advisory Services uses are: Sentry, HubSpot, HubSpot Form Builder, Microsoft 365
How do I contact Anchor Advisory Services?
Anchor Advisory Services contact info: Phone number: (774) 773-3984 Website: www.anchoras.com
What does Anchor Advisory Services do?

Anchor Advisory Services is a boutique firm that specializes in providing financial advisors and wholesalers with scheduling, investment, and RIA acquisition services. The company’s dynamic team helps boost sales activity and territory sales through innovative strategies and an established sales network. They offer services such as wholesaler sched... uling, telephone solicitation, distribution consulting, and RIA acquisition to facilitate business growth. With a focus on professionalism and cost-effective solutions, Anchor Advisory Services aims to create valuable relationships for sponsors and asset managers in the financial services industry.Read More

What are Anchor Advisory Services social media links?
Anchor Advisory Services Linkedin page Anchor Advisory Services Facebook page
Is Anchor Advisory Services a public company?
Anchor Advisory Services is private company therefore does not currently have an official ticker symbol
See more information about Anchor Advisory Services

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