Anacapa Financial, LLC

Anacapa Financial, LLC (CRD# 305365) is a financial advisory firm headquartered in Ventura, CA. They manage $60,471,730 in 363 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1363 Donlon Street, #5, Ventura, CA 93003
https://twitter.com/my_anacapa
By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    363
    ACCOUNTS
  • Average Account Value
    $166,589
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Anacapa Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jack Green, financial advisor Ventura CA
Jack E. Green
CRD#: 4397415
1363 Donlon Street, #5, Ventura, CA 93003

Jack Green (CRD# 4397415) is an Investment Advisor Representative working at Anacapa Financial, LLC in Ventura, CA and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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