ANCOR HOLDINGS, LP

ANCOR CAPITAL PARTNERS
SOUTHLAKE, Texas·3 registered advisors·CRD# 210524
SEC# 801-1219941(817) 877-4458
01

Firm Overview

AUM
$181M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Performance-based fees
Other: TRANSACTION FEES AND MANAGEMENT SERVICE FEES
03

Specialties

Retirement Planning
04

Advisors at ANCOR HOLDINGS, LP

3 registered advisors
Joseph Randall Keene
SOUTHLAKE, Texas
Mitchell Adam Green
SOUTHLAKE, Texas
Timothy James Mckibben
SOUTHLAKE, Texas
05

Office Locations

SOUTHLAKE, Texas
3 advisors

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Data sourced from SEC Form ADV filings. ANCOR HOLDINGS, LP (CRD# 210524) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.