ANCHOR BAY SECURITIES, LLC
Firm details
- Headquarters
- CARLSBAD, California
- CRD number
- 47360
- Registered since
- July 30, 1999
Firm profile
FINTRXOverview
Anchor Bay Securities, LLC is organized as a limited liability company and has been SEC-registered since 1999. The firm's ownership is reported as a combination of a domestic entity and an individual; the dataset classifies the firm as "Unclassified." The snapshot data indicates Anchor Bay Securities does not serve as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The firm did not provide details about its specific business activities, advisory services, client base or fee structure in the information supplied.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2MATTHEW LARGE
COOCRD 6251338
Tanner Wrisley
Chief Investment Officer and Financial AdvisorCRD 6750564
Contacts
2 of 2JAMES ALLEN
PresidentCRD 1882869
BLAKE PINYAN
Tax PreparerCRD 7031316
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CARLSBAD, CA
SAN DIEGO
Location
CARLSBAD, CA
Headquartered in CARLSBAD, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 5780 Fleet St
- Time zone
- PT (UTC-8)
- Office locations
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