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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $186.3M | $120.4M | $65.8M | 1 | 0 |
| Feb 2025 | $0 | $0 | $0 | 1 | 0 |
| Jan 2025 | $0 | $0 | $0 | 1 | 0 |
DateApr 2025
Total AUM$186.3M
Discretionary$120.4M
Non-Disc.$65.8M
Employees1
Clients0
DateFeb 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0