|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Anchor Bay Capital Inc
✚
|
|
|---|---|
| CRD # | 116913 |
| SEC # | 801-107983 |
| CIK # | |
| AUM | $219.4 M (2025-03-21) |
| Employees | 6 (83% Investors, 67% Brokers) |
| Phone | 760-602-3470 |
| Address | 5780 Fleet St Carlsbad, CA 92008 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 146 | 165.7 |
| (b) Individuals (high net worth individuals) | 41 | 50.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 3.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 191 | 219.4 |
| By Discretionary | ||
| Discretionary | 187 | 216.2 |
| Non-Discretionary | 4 | 3.3 |
| Total | 191 | 219.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 219.4 | |
| Total | 191 | 219.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
DCM Advisors LLC
✚
|
NY | 0.2 |
|
Wilkins Miller Wealth Management LLC
✚
|
AL | 0.2 |
|
LRZ Capital LLC
✚
|
FL | 0.2 |
|
Independence Wealth Advisors Inc
✚
|
VA | 0.2 |
|
Crown Oak Advisors LLC
✚
|
0.2 | |
|
Horizons Wealth Management Inc
✚
|
NC | 0.2 |
|
Galleria Financial Advisors LLC
✚
|
GA | 0.2 |
|
FDI Wealth Management LLC
✚
|
FL | 0.2 |
|
Bruce G Allen Investments LLC
✚
|
CO | 0.2 |
|
Addis & Hill Incorporated
✚
|
PA | 0.2 |