ANCHOR POINT FINANCIAL LLC
Legal name: ANCHOR POINT FINANCIAL
CRD #334103 SEC #801-131927 BAKERSFIELD, CA 661-484-7712
SEC Registered
Total AUM
$186.3M
Discretionary
$120.4M
Employees
1
Clients
0
Accounts
316
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 7, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Askew, Joel, Daniel | I | CCO/MANAGING MEMBER | E | Control |
| Askew, Joel, Daniel | I | CCO/MANAGING MEMBER | E | Control |
| Askew, Joel, Daniel | I | CCO/MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Apr 7, 2025 REGISTERED
Notice Filings (1)
CA
Address
10000 STOCKDALE HIGHWAY SUITE 103BAKERSFIELD, CA 93311
United States
Phone: 661-484-7712