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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2012 | $30.7M | $30.7M | $0 | 1 | 130 |
| Mar 2012 | $30.7M | $30.7M | $0 | 1 | 130 |
| Feb 2012 | $30.7M | $30.7M | $0 | 1 | 130 |
| Oct 2007 | $27.9M | $0 | $27.9M | 5 | -- |
| Mar 2007 | $27.3M | $0 | $27.3M | 5 | -- |
| Nov 2006 | $27.3M | $0 | $27.3M | 5 | -- |
| Nov 2005 | $25.7M | $0 | $25.7M | 5 | -- |
| Sep 2005 | $29.7M | $0 | $29.7M | 5 | -- |
| Nov 2003 | $27.2M | $0 | $27.2M | 5 | -- |
DateApr 2012
Total AUM$30.7M
Discretionary$30.7M
Non-Disc.$0
Employees1
Clients130
DateMar 2012
Total AUM$30.7M
Discretionary$30.7M
Non-Disc.$0
Employees1
Clients130
DateFeb 2012
Total AUM$30.7M
Discretionary$30.7M
Non-Disc.$0
Employees1
Clients130
DateOct 2007
Total AUM$27.9M
Discretionary$0
Non-Disc.$27.9M
Employees5
Clients--
DateMar 2007
Total AUM$27.3M
Discretionary$0
Non-Disc.$27.3M
Employees5
Clients--
DateNov 2006
Total AUM$27.3M
Discretionary$0
Non-Disc.$27.3M
Employees5
Clients--
DateNov 2005
Total AUM$25.7M
Discretionary$0
Non-Disc.$25.7M
Employees5
Clients--
DateSep 2005
Total AUM$29.7M
Discretionary$0
Non-Disc.$29.7M
Employees5
Clients--
DateNov 2003
Total AUM$27.2M
Discretionary$0
Non-Disc.$27.2M
Employees5
Clients--