Anvil Partners Inc. (Buffalo)

Name: Anvil Partners Inc.
Address: 484 Delaware Avenue, Buffalo, NY, 14202
Telephone: 716-464-2987

Anvil Partners Inc. is an adviser based in Buffalo. It manages $8.96 million of regulatory assets for 31 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of New York.

Anvil Partners provides portfolio management for individuals and small businesses, selection of other advisers, and third party money management for other advisory firms.. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Anvil Partners: assets under management

The assets under management (AUM) of Anvil Partners Inc. is $8.96 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -68% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $8.96 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $288.87 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Anvil Partners Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Anvil Partners Inc.

Anvil Partners Inc. is owned by James Robert Bruce. Jeremy Briggs Beck has been acting as President since 1 Mar 2013.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Robert Bruce	Executive vice president & chief compliance officer	1 Mar 2013	50% - 75%	2643073
Jeremy Briggs Beck	President	1 Mar 2013	50% - 75%	3027870
Jeremy Briggs Beck	President and chief compliance officer	1 Mar 2014	75% - 100%	3027870
James Robert Bruce	Owner	1 Mar 2014	25% - 50%	2643073

Based in Buffalo

The principal office where Anvil Partners Inc. performs its advisory services is located at 484 Delaware Avenue, Buffalo, NY 14202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 716-464-2987 or by fax 716-332-7170. The normal business hours are 8:30 - 5:00 on Monday - Friday. You can find more information about the New York firm at anvilinvestmentpartners.com.