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
By the Numbers
-
Total Assets Under Management60MILLION
-
Total Number of Accounts363ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Anacapa Financial, LLC
1
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.
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