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CRD#: 335987
RIA
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for ANAGRAM CAPITAL Comes From
Understanding the Statistics for ANAGRAM CAPITAL and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
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HNWI
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MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
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Clients
Total
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
900 North Michigan Suite 1830, Chicago, IL 60611
Phone Number
(646) 584-3507
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# | ||||
|---|---|---|---|---|---|---|---|
| No Information | |||||||
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Advisor's working at ANAGRAM CAPITAL
Richard Gaspare Dragotta
IAR
RR
CRD#: 2056192
Location:
Paramus, NJ 07652
Company:
LPL FINANCIAL LLC
Disclosures:
Experience:
34 years
JD
James Robert Daoust JR
PR
CRD#: 1160376
Location:
Scottsdale, AZ 85255
Company:
OSAIC WEALTH, INC.
Disclosures:
Experience:
42 years
Jon Derek Neuhaus
IAR
RR
CRD#: 4567651
Location:
El Segundo, CA 90245
Company:
MORGAN STANLEY
Disclosures:
Experience:
23 years
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