Anchor Bay Capital, Inc.
Anchor Bay Capital, Inc. (CRD# 116913) is a financial advisory firm headquartered in Carlsbad, CA. They manage $182,210,000 in 200 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management182MILLION
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Total Number of Accounts200ACCOUNTS
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Average Account Value$911,050
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, UT, WA
James Allen (CRD# 1882869) is an Investment Advisor Representative working at Anchor Bay Capital, Inc. in Carlsbad, CA and has over 8 years of experience in the finance industry.
Scott Spiering (CRD# 1828899) is an Investment Advisor Representative working at Anchor Bay Capital, Inc. in Carlsbad, CA and has over 35 years of experience in the finance industry.
Tanner Wrisley (CRD# 6750564) is an Investment Advisor Representative working at Anchor Bay Capital, Inc. in Carlsbad, CA and has over 6 years of experience in the finance industry.
Robert Nathan (CRD# 7746245) is an Investment Advisor Representative working at Anchor Bay Capital, Inc. in Tustin, CA and has 1 year of experience in the finance industry.
Blake Pinyan (CRD# 7031316) is an Investment Advisor Representative working at Anchor Bay Capital, Inc. in Carlsbad, CA and has over 3 years of experience in the finance industry.