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ANCHOR POINT FINANCIAL

ANCHOR POINT FINANCIAL LLC

CRD 334103 · SEC 801-131927

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10000 STOCKDALE HIGHWAY SUITE 103, BAKERSFIELD, CA, 93311, United States

Phone

661-484-7712

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$173.6M

Discretionary AUM

$173.6M

Team

1 total employees; 1 advisory reps; 1 broker-dealer reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-02-16

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals119$22.1M
High net worth individuals52$151.6M

States served

CA

All web addresses on file

Official SEC filing: View on IAPD