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ANCHORED FINANCIAL PLANNING LLC
CRD 336537 · SEC 801-134476
875 MANTUA PIKE, #9, WEST DEPTFORD, NJ, 08096, United States
Phone
(856) 202-7250
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$182.9M
Discretionary AUM
$182.9M
Team
5 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 448 | $93.0M |
| High net worth individuals | 52 | $89.8M |
States served
DE, NJ, PA, SC, FL
All web addresses on file
Official SEC filing: View on IAPD