Overview
Assets Under Management: $174 million
Headquarters: BAKERSFIELD, CA
High-Net-Worth Clients: 52
Average Client Assets: $3 million
Frequently Asked Questions
ANCHOR POINT FINANCIAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #334103), ANCHOR POINT FINANCIAL is subject to fiduciary duty under federal law.
ANCHOR POINT FINANCIAL is headquartered in BAKERSFIELD, CA.
ANCHOR POINT FINANCIAL serves 52 high-net-worth clients according to their SEC filing dated February 16, 2026. View client details ↓
According to their SEC Form ADV, ANCHOR POINT FINANCIAL offers portfolio management for individuals. View all service details ↓
ANCHOR POINT FINANCIAL manages $174 million in client assets according to their SEC filing dated February 16, 2026.
According to their SEC Form ADV, ANCHOR POINT FINANCIAL serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.29
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 599
Discretionary Accounts: 599
Regulatory Filings
CRD Number: 334103
Filing ID: 2051386
Last Filing Date: 2026-02-16 17:21:30