RIA Intelligence

ANCHOR FINANCIAL GROUP

CRD #111801 SEC #801-33340 SANTA ANA, CA 714-835-7703
SEC Registered
Total AUM
$30.7M
Discretionary
$30.7M
Employees
1
Clients
26
Accounts
130

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
AUGUST
Registration Date
--
Latest Filing
Apr 27, 2012
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KIERNAN, DANIEL, LEEICFO, TREASURERNA
KIERNAN, DANIEL, LEEICFONA
KIERNAN, DANIEL, LEEICFO, TREASURERNA
KIERNAN, DANIEL, LEEICFO, VICE PRESIDENT, TREASURERNA
KIERNAN, DANIEL, LEEICFO, TREASURERNA
KIERNAN, DANIEL, LEEICFONA
KIERNAN, DANIEL, LEEICFO, TREASURERNA
KIERNAN, DANIEL, LEEICFO, TREASURERNA
KIERNAN, DANIEL, LEEICFO, TREASURERNA
RICHARD, JOSEPH, ANDREWIVICE PRESIDENTNA
RICHARD, JOSEPH, ANDREWIVICE PRESIDENTNA
RICHARD, JOSEPH, ANDREWIVICE PRESIDENTNA
RICHARD, JOSEPH, ANDREWIVICE PRESIDENTNA
RICHARD, JOSEPH, ANDREWIVICE PRESIDENTNA
RICHARD, JOSEPH, ANDREWIVICE PRESIDENTNA
KIERNAN, STEPHEN, PAULICEO, PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICERE Control
KIERNAN, STEPHEN, PAULICEO, PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICERE Control
KIERNAN, STEPHEN, PAULICEO, PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICERE Control
KIERNAN, STEPHEN, PAULICEO, PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICERE Control
KIERNAN, STEPHEN, PAULICEO, PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICERE Control
KIERNAN, STEPHEN, PAULICEO, PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICERE Control
KIERNAN, STEPHEN, PAULICEO, PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICERE Control
GREEN, JON, NORMANIVICE PRESIDENTD Control
GREEN, JON, NORMANIVICE PRESIDENTD Control
KIERNAN, STEPHEN, PAULIPRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICERC Control
KIERNAN, STEPHEN, PAULIPRESIDENT, SECRETARYC Control

Registrations

Federal

IA
Apr 27, 2012 REGISTERED

Notice Filings (1)

CA

Address

1801 PARKCOURT PLACE
BUILDING H
SANTA ANA, CA 92701
United States
Phone: 714-835-7703