Investment adviser · CRD 111801

ANCHOR FINANCIAL GROUP

Investment adviser filing (IA)

SANTA ANA, CA, United States · Form ADV filed Apr 27, 2012

Regulatory AUM
$30.7M
Form ADV · Item 5.F
Client accounts
130
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 27, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Publication of newsletters

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

1801 PARKCOURT PLACE, BUILDING H
SANTA ANA, CA, 92701, United States

CRD 111801

Filing source

Form ADV 643507 · Apr 27, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.