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Building 2ANCHOR BAY PRIVATE WEALTH LLC

Map pinCARLSBAD, CA
Phone760-602-3470
NotebookSEC #801-128521
Total AUM
$51.7M
Employees
7
Clients
59

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5780 FLEET STREET
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
$51.7M
Accounts
59
Discretionary
$51.7M
Accounts
59
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
40
AUM
$14.5M
HNW Individual Clients
19
AUM
$37.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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