Ancorato
Registered investment advisor · Boise, Idaho · CRD #322695
Source: SEC Form ADV filings. Data as of 2026-07-06.
About Ancorato
Ancorato is a SEC-registered investment advisory firm headquartered in Boise, Idaho, managing approximately $284M in regulatory assets across 3,723 client accounts. The firm's full regulatory record is filed with the SEC under CRD #322695.
Fee Structure
Frequently Asked Questions
What is Ancorato's AUM?
Ancorato reports approximately $284M in regulatory assets under management, based on its most recent SEC Form ADV filing.
Where is Ancorato headquartered?
Ancorato is headquartered in Boise, Idaho.
What is Ancorato's CRD number?
Ancorato's CRD number is 322695. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.
How many accounts does Ancorato manage?
Ancorato manages approximately 3,723 client accounts according to its latest SEC filing.
Is Ancorato SEC registered?
Yes, Ancorato is registered with the SEC as an investment adviser with an approved registration status.
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