ANCHOR WEALTH MANAGEMENT, LLC
CRD #135666 SEC #801-64669 CITY OF INDUSTRY, CA 626-810-2885
SEC Registered
Total AUM
$30M
Discretionary
$10M
Employees
5
Clients
--
Accounts
70
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2009 | $8M | $8M | $0 | 5 | -- |
| Jan 2008 | $30M | $10M | $20M | 5 | -- |
| Feb 2007 | $30M | $10M | $20M | 5 | -- |
| Mar 2006 | $29M | $20M | $9M | 5 | -- |
| Dec 2005 | $27M | $17M | $10M | 5 | -- |
DateMay 2009
Total AUM$8M
Discretionary$8M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$30M
Discretionary$10M
Non-Disc.$20M
Employees5
Clients--
DateFeb 2007
Total AUM$30M
Discretionary$10M
Non-Disc.$20M
Employees5
Clients--
DateMar 2006
Total AUM$29M
Discretionary$20M
Non-Disc.$9M
Employees5
Clients--
DateDec 2005
Total AUM$27M
Discretionary$17M
Non-Disc.$10M
Employees5
Clients--