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Building 2ANCHOR CAPITAL

Map pinALISO VIEJO, CA
Phone(800)-290-8633
NotebookSEC #801-61643
Total AUM
$191.2M
Employees
3
Clients
27

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15 ENTERPRISE
SUITE 450
ALISO VIEJO
CA 92656
United States
Operating Hours
9:00 AM TO 4:30 PM
Monday - Friday
Phone
(800)-290-8633

ReceiptFinancials

Total AUM
$191.2M
Accounts
28
Discretionary
$191.2M
Accounts
28
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
22
AUM
$5.1M
HNW Individual Clients
1
AUM
$4.6M
Investment Company Clients
4
AUM
$181.5M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
FLAT FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
CAOHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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