ANCHOR WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- IRVINE, California
- CRD number
- 287635
- Website
- anchorwealthmanagement.us
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.9%
- Individuals17.1%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Anchor Wealth Management, LLC is a privately owned advisory firm operating as a limited liability company that serves individual and family clients. The firm provides portfolio management for individuals and small businesses and charges fees as a percentage of assets under management. Anchor does not market itself as an ESG investor, is not a multi-state adviser, and does not appear to act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Public Funds/Mutual Funds87%
- Exchange Traded Equities8%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds1%
Contacts
3 of 3Joe Chen
MemberCRD 6757272
TIM CHEN
Wealth Manager, Investment AdvisorCRD 4719484
CONNIE CHANG
MemberCRD 6757271
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
IRVINE, CA
ORANGE
Location
IRVINE, CA
Headquartered in IRVINE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 9891 Irvine Center Dr
- Time zone
- PT (UTC-8)
- Office locations
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