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ANCHOR BAY CAPITAL, INC.
CRD 116913 · SEC 801-107983
5780 FLEET ST., SUITE 308, CARLSBAD, CA, 92008, United States
Phone
760-602-3470
Fax
760-602-7811
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$247.1M
Discretionary AUM
$243.4M
Team
6 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 142 | $46.4M |
| High net worth individuals | 45 | $197.0M |
| Pension/profit sharing plans | 3 | $3.8M |
States served
CA, UT, WA
All web addresses on file
Official SEC filing: View on IAPD