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Building 2ANCHOR BAY CAPITAL, INC.

Map pinCARLSBAD, CA
Phone760-602-3470
NotebookSEC #801-107983
Total AUM
$247.1M
Employees
6
Clients
190

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5780 FLEET ST.
SUITE 308
CARLSBAD
CA 92008
United States
Operating Hours
6:30 AM TO 4:30 PM
Monday - Friday
Phone
760-602-3470
Other Offices
1

ReceiptFinancials

Total AUM
$247.1M
Accounts
191
Discretionary
$243.4M
Accounts
187
Non-Discretionary
$3.8M
Accounts
4

ContactClients

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Individual Clients
142
AUM
$46.4M
HNW Individual Clients
45
AUM
$197M
Pension/Profit Sharing Plan Clients
3
AUM
$3.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAUTWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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