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ANCHOR CAPITAL
15 Enterprise
Suite 450
Aliso Viejo, California 92656
Tel: (800)-290-8633
About ANCHOR CAPITAL
ANCHOR CAPITAL, formally registered with the SEC as ANCHOR CAPITAL. The firm was established in 11/29/2002. They have over 1 offices throughout the country.
ANCHOR CAPITAL is a Aliso Viejo, California based Financial Planning firm with nearly $389,745,910 assets under management, offering retirement planning & investment advisory services to 34 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 123543 |
| SEC# | 801-61643 |
| Assets Managed by Firm | $389,745,910 |
| No. of Clients | 34 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Other (FLAT FEE)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 34 | $389,745,910 |
| Individuals (other than high net worth individuals) | 24 | $5,913,900 |
| High net worth individuals | 5 | $7,056,100 |
| Other investment advisers | 1 | $215,225 |
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