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).

By the Numbers
  • Total Assets Under Management
    182
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $911,050
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, UT, WA

Financial Advisors at Anchor Bay Capital, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
James R. Allen
CRD#: 1882869
5780 Fleet Street, Suite 308, Carlsbad, CA 92008

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.

2
Scott Spiering
CRD#: 1828899
5780 Fleet St., Suite 308, Carlsbad, CA 92008

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.

3
Tanner M. Wrisley
CRD#: 6750564
5780 Fleet Street, Suite 308, Carlsbad, CA 92008

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.

4
Robert G. Nathan
CRD#: 7746245
17332 Irvine Blvd, Suite 285, Tustin, CA 92780

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.

5
Blake R. Pinyan
CRD#: 7031316
5780 Fleet St., Suite 308, Carlsbad, CA 92008

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.

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