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Building 2ANCHOR POINTE WEALTH MANAGEMENT

Map pinCAPE GIRARDEAU, MO
Phone573-334-0034
NotebookSEC #801-127972
Total AUM
$140.2M
Employees
2
Clients
136

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1427 THOMAS DRIVE
SUITE 14
CAPE GIRARDEAU
MO 63701
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
573-334-0034
Other Offices
1

ReceiptFinancials

Total AUM
$140.2M
Accounts
512
Discretionary
$139.6M
Accounts
506
Non-Discretionary
$617.9K
Accounts
6

ContactClients

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Individual Clients
89
AUM
$37.9M
HNW Individual Clients
45
AUM
$98.9M
Charitable Organization Clients
1
AUM
$3.3M
Corporation or Business Clients
1
AUM
$156.5K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
EDUCATIONAL SEMINARS/WORKSHOPS & INSURANCE CONSULTING

Shield checkCompliance

Disclosures

None reported

State Registrations
ILMOTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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