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ANCHOR CAPITAL
ANCHOR CAPITAL MANAGEMENT GROUP, INC.
CRD 123543 · SEC 801-61643
15 ENTERPRISE, SUITE 450, ALISO VIEJO, CA, 92656, United States
Phone
(800)-290-8633
Fax
(949)-382-1497
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$191.2M
Discretionary AUM
$191.2M
Team
3 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; FLAT FEE
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $5.1M |
| Investment companies | 4 | $181.5M |
States served
CA, OH, TX
All web addresses on file
Official SEC filing: View on IAPD