Anchor Financial Group

Anchor Financial Group (CRD# 111801) is a financial advisory firm headquartered in Brea, CA. They manage $81,218,576 in 157 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

500 S. Kraemer Blvd Suite 255, Brea, CA 92821

https://twitter.com/stevekiernanafg

By the Numbers

Total Assets Under Management

81

MILLION
Total Number of Accounts

157

ACCOUNTS
Average Account Value

$517,316

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

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 Anchor Financial Group

Showing 1 - 2 of 2 top financial advisors.

Stephen P. Kiernan

CRD#: 1527372

500 S. Kraemer Blvd Suite 255, Brea, CA 92821

Stephen Kiernan (CRD# 1527372) is an Investment Advisor Representative working at Anchor Financial Group in Brea, CA and has over 27 years of experience in the finance industry.

Joseph A. Richard

CRD#: 3265155

500 S. Kraemer Blvd Suite 255, Brea, CA 92821

Joseph Richard (CRD# 3265155) is an Investment Advisor Representative working at Anchor Financial Group in Brea, CA and has over 11 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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