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ANCHOR FINANCIAL SERVICES, CPA, PA
CRD 147408
955 SE FEDERAL HIGHWAY, SUITE 102, STUART, FL, 34994, United States
Phone
772-287-8964
Fax
772-283-9086
Registration
— (—)
Source
State registered
Total AUM
$12.8M
Discretionary AUM
$12.8M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $3.6M |
| High net worth individuals | 5 | $9.2M |
All web addresses on file
Official SEC filing: View on IAPD