ANCHOR POINTE WEALTH MANAGEMENT

1427 Thomas Drive
Suite 14
Cape Girardeau, Missouri 63701
Tel: 573-334-0034

About ANCHOR POINTE WEALTH MANAGEMENT

ANCHOR POINTE WEALTH MANAGEMENT, formally registered with the SEC as ANCHOR POINTE WEALTH MANAGEMENT. The firm was established in 05/12/2023. They have over 2 offices throughout the country.

ANCHOR POINTE WEALTH MANAGEMENT is a Cape Girardeau, Missouri based Financial Planning firm with nearly $112,450,326 assets under management, offering retirement planning & investment advisory services to 813 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	226643
SEC#	801-127972
Assets Managed by Firm	$112,450,326
No. of Clients	813
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees
Other (EDUCATIONAL SEMINARS/WORKSHOPS & INSURANCE CONSULTING)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	813	$112,450,326
Individuals (other than high net worth individuals)	93	$30,367,366
High net worth individuals	39	$80,982,478
Charitable organizations	1	$1,100,482

More Retirement Planning firms in Cape Girardeau, Missouri:

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EDWARD JONES 12555 Manchester Rd St. Louis, MO, 63131	$824,988,034,503	5086856	29003
WELLS FARGO ADVISORS One North Jefferson Avenue, Mail Code: H0004-05e St. Louis, MO, 63103-2205	$558,464,518,060	1352052	19871
NISA INVESTMENT ADVISORS, LLC 7676 Forsyth Blvd Suite 1100 St. Louis, MO, 63105-4141	$306,242,186,324	282	390
AMERICAN CENTURY INVESTMENT MANAGEMENT INC 4500 Main Street Kansas City, MO, 64111-7709	$229,554,718,263	647	225
OLIVE STREET INVESTMENT ADVISERS, LLC 12555 Manchester Road St. Louis, MO, 63131	$169,541,361,944	13	218

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