Overview
Assets Under Management: $219 million
Headquarters: CARLSBAD, CA
High-Net-Worth Clients: 5
Average Client Assets: $33 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.50
Average High-Net-Worth Client Assets: $33 million
Total Client Accounts: 191
Discretionary Accounts: 187
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 116913
Filing ID: 1955442
Last Filing Date: 2025-03-21 16:25:00
Website: https://anchorbaycapital.com