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ANCORATO

Tel: 208-955-0500
851 N Hickory Street Suite 100
Meridian, Idaho  83642

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ANCORATO

ANCORATO is a Meridian, Idaho based financial advisory firm with nearly $170,584,347 in assets under management and provides investment advisory services for 1022 clients. There are currently 15 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Selection for other advisors , Publication of periodicals and newsletters , Education seminars/workshops

Fee Structure:

A percentage of AUM, Subscription fees, Fixed fees

Firm CRD#:

322695

SEC#:

801-126757

No. of Clients:

1022

Assets under Management

$170,584,347

No. of Advisors:

15

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