Globe & Anchor Wealth Management & Financial Planning, LLC

Globe & Anchor Wealth Management & Financial Planning, LLC (CRD# 287722) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $42,877,089 in 145 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1470 Maria Ln., Suite 380, Walnut Creek, CA 94596
https://www.linkedin.com/in/frankgavidia
By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    145
    ACCOUNTS
  • Average Account Value
    $295,704
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Globe & Anchor Wealth Management & Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Frank Gavidia, financial advisor Walnut Creek CA
Frank A. Gavidia
CRD#: 2360057
1470 Maria Ln., Suite 380, Walnut Creek, CA 94596

Frank Gavidia (CRD# 2360057) is an Investment Advisor Representative working at Globe & Anchor Wealth Management & Financial Planning, LLC in Walnut Creek, CA and has over 30 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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