Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > missouri > cape girardeau > ANCHOR POINTE WEALTH MANAGEMENT
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:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Cape Girardeau, Missouri