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GLOBE & ANCHOR WEALTH MANAGEMENT & FINANCIAL PLANNING, LLC
CRD 287722 · SEC 801-110460
700 YGNACIO VALLEY ROAD, SUITE 280, WALNUT CREEK, CA, 94596, United States
Phone
925-239-0116
Fax
925-891-4569
Registration
— (—)
Source
State registered
Total AUM
$57.5M
Discretionary AUM
$57.5M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $17.2M |
| High net worth individuals | 22 | $39.7M |
All web addresses on file
Official SEC filing: View on IAPD