1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ANCHORED FINANCIAL PLANNING LLC

Map pinWEST DEPTFORD, NJ
Phone(856) 202-7250
NotebookSEC #801-134476
Total AUM
$182.9M
Employees
5
Clients
500

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
875 MANTUA PIKE
#9
WEST DEPTFORD
NJ 08096
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(856) 202-7250

ReceiptFinancials

Total AUM
$182.9M
Accounts
1,223
Discretionary
$182.9M
Accounts
1,223
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
448
AUM
$93M
HNW Individual Clients
52
AUM
$89.8M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLNJPASC

HandshakeAffiliates

View all affiliates →

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

Feature requires an account