Robert
Capone
Anchor Capital
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About this Advisor
Robert Capone is a financial advisor operating out of West Chester, Pennsylvania with a total of 3 years of relevant experience. Capone is on the advisory team at Anchor Capital. Their career trajectory has included roles at Penn Mutual Life Insurance Company, Hornor, Townsend & Kent, Inc, Js Benefits Group, Northern Lights Distributors, LLC, Anchor Capital Management Group, Inc, Ice Bars Luges And Logos, LLC, The Satanoff Agency and Nationwide Financial. Capone holds Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in California. Anchor Capital is a company based in Aliso Viejo, CA. It administers $657 million in assets under management between its 31 client accounts, making it one of the bigger financial advisory firms in the nation by assets under management. Of its 31 customer accounts, just 14% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Anchor Capital offers a few services, including portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Fees for financial advice typically depend on which services the firm provides the client. However, fee types billed by Anchor Capital can consist of some blend of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Anchor Capital Brokerage Details
$656,540,517
5
31
$21,178,726
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Robert Capone Work History
Robert has been registered as a financial advisor for 3 years.*
Northern Lights Distributors, LLC
Anchor Capital Management Group, Inc
Hornor, Townsend & Kent, Inc
Js Benefits Group
Penn Mutual Life Insurance Company
The Satanoff Agency
Nationwide Financial
Ice Bars Luges And Logos, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Capone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Anchor Capital
Aliso Viejo, CA
Aliso Viejo, CA
West Chester, PA
Aliso Viejo, CA
Aliso Viejo, CA
Aliso Viejo, CA
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