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Home > Retirement Planners > california > carlsbad > ANCHOR BAY CAPITAL, INC.
ANCHOR BAY CAPITAL, INC.
5780 Fleet St.
Suite 308
Carlsbad, California 92008
Tel: 760-602-3470
About ANCHOR BAY CAPITAL, INC.
ANCHOR BAY CAPITAL, INC, formally registered with the SEC as ANCHOR BAY CAPITAL, INC. The firm was established in 06/13/2016. They have over 2 offices throughout the country.
ANCHOR BAY CAPITAL, INC. is a Carlsbad, California based Financial Planning firm with nearly $208,516,000 assets under management, offering retirement planning & investment advisory services to 210 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 116913 |
| SEC# | 801-107983 |
| Assets Managed by Firm | $208,516,000 |
| No. of Clients | 210 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 210 | $208,516,000 |
| Individuals (other than high net worth individuals) | 158 | $51,419,000 |
| High net worth individuals | 44 | $154,530,000 |
| Pension and profit sharing plans | 4 | $2,567,000 |
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