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Building 2ANCHOR WEALTH MANAGEMENT GROUP LLC

Map pinWEST PALM BEACH, FL
Phone(561) 228-8688
NotebookSEC #801-129794
Total AUM
$233M
Employees
1
Clients
209

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
120 S. OLIVE AVE,
SUITE 400
WEST PALM BEACH
FL 33401
United States
Operating Hours
9-5
Monday - Friday
Phone
(561) 228-8688

ReceiptFinancials

Total AUM
$233M
Accounts
630
Discretionary
$233M
Accounts
630
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
115
AUM
$47.2M
HNW Individual Clients
93
AUM
$183.5M
Charitable Organization Clients
1
AUM
$2.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDTX

HandshakeAffiliates

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

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