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Mitchell Adam Green

ANCOR HOLDINGS, LP·SOUTHLAKE, Texas
Clean recordANCOR HOLDINGS, LP
2720 E. STATE HWY 114, SOUTHLAKE, TX 76092CRD# 1931658Firm CRD# 210524

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mitchell Adam Green · SOUTHLAKE, TX
Registration
CRD #1931658 · ANCOR HOLDINGS, LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mitchell Adam Green is a registered financial advisor based in SOUTHLAKE, Texas, affiliated with ANCOR HOLDINGS, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
ANCOR HOLDINGS, LP
ANCOR CAPITAL PARTNERS
AUM
$181M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at ANCOR HOLDINGS, LP →
Services
Pension consulting
04

Background

Compensation
Performance-based fees
Other: TRANSACTION FEES AND MANAGEMENT SERVICE FEES
Regulatory
SEC/IARD CRD# 1931658
Firm CRD# 210524
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mitchell Adam Green offer?
Mitchell Adam Green specializes in Retirement Planning. Contact their office in SOUTHLAKE, Texas for a consultation.
What are Mitchell Adam Green's credentials?
Mitchell Adam Green is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mitchell Adam Green located?
Mitchell Adam Green is based in SOUTHLAKE, Texas, working with ANCOR HOLDINGS, LP. Their office serves clients in the SOUTHLAKE metropolitan area and surrounding communities.
How does Mitchell Adam Green charge for services?
Mitchell Adam Green's firm is compensated through performance-based fees, other: transaction fees and management service fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ANCOR HOLDINGS, LP?
ANCOR HOLDINGS, LP has approximately 9 employees and manages $181M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ANCOR HOLDINGS, LP

Joseph Randall Keene
SOUTHLAKE, TX
Timothy James Mckibben
SOUTHLAKE, TX

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Research
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