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
Globe & Anchor Wealth Management & Financial Planning, LLC
By the Numbers
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Total Assets Under Management43MILLION
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Total Number of Accounts145ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Globe & Anchor Wealth Management & Financial Planning, LLC
1
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.
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