Peter Van De Zilver (CRD# 6054713) is an Investment Advisor Representative working at Anfield Capital Management, LLC in Newport Beach, CA and has 1 year of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Anfield Capital Management, LLC | Newport Beach, CA | Apr 2012 - Current | 12 |
| Home Source Mortgage, Inc. | Tustin, CA | Oct 2010 - Current | 13 |
| Ostwind Pacific | Newport Beach, CA | Oct 2010 - Current | 13 |
| Changepath, LLC | Leawood, KS | Oct 2020 - Mar 2021 | < 1 |
| Partnervest Advisory Services, LLC | Santa Barbara, CA | Oct 2015 - Oct 2020 | 5 |
| Anfield Advisors, LLC | Newport Beach, CA | Oct 2017 - Jun 2020 | 2 |
- CA
-
Total Assets Under Management1,436MILLIONS
-
Total Number of Accounts763ACCOUNTS
-
Average Account Value$1,882,675
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CA
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