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Building 2ANCHOR POINT FINANCIAL

Map pinBAKERSFIELD, CA
Phone661-484-7712
NotebookSEC #801-131927
Total AUM
$173.6M
Employees
1
Clients
171

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10000 STOCKDALE HIGHWAY SUITE 103
BAKERSFIELD
CA 93311
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
661-484-7712

ReceiptFinancials

Total AUM
$173.6M
Accounts
599
Discretionary
$173.6M
Accounts
599
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
119
AUM
$22.1M
HNW Individual Clients
52
AUM
$151.6M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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