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ANCHOR FINANCIAL GROUP
CRD 111801 · SEC 801-33340
500 S. KRAEMER BLVD SUITE 255, BREA, CA, 92821, United States
Phone
7142643538
Fax
714-835-7054
Registration
— (—)
Source
State registered
Total AUM
$102.4M
Discretionary AUM
$102.4M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)FINANCIAL CONSULTING FOR OTHER PROFESSIONALS AND THEIR CLIENTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $9.3M |
| High net worth individuals | 83 | $93.0M |
All web addresses on file
Official SEC filing: View on IAPD