Anchor Financial
Firm details
- Headquarters
- Tacoma, Washington
- CRD number
- 310081
- Website
- www.anchorfinancialllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Anchor Financial is an individually owned limited liability company that advises primarily individual and family clients. The firm functions as a capital allocator and provides portfolio management for individuals and small businesses, pension consulting, and the selection of third‑party advisers. Its fee model includes a percentage-of-AUM component as well as other fee arrangements. Anchor Financial is not identified as an active ESG investor and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds40%
- Cash & Cash Equivalents10%
Contacts
3 of 5Alana Reed
OwnerCRD 7282399
Corey LaShells
Financial AdvisorCRD 6419778
Cameron Reed
Financial AdvisorCRD 7182542
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Tacoma, WA
Pierce
Location
Tacoma, WA
Headquartered in Tacoma, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- Pierce
- Address
- 6004 Westgate Blvd
- Time zone
- PT (UTC-8)
- Office locations
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