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| Keyboard |
| Anchor Point Financial LLC
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|---|---|
| CRD # | 334103 |
| SEC # | 801-131927 |
| CIK # | |
| AUM | 173.6 M (2026-02-16) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 661-484-7712 |
| Address | 10000 Stockdale Highway Suite 103 Bakersfield, CA 93311 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 119 | 22.1 |
| (b) Individuals (high net worth individuals) | 52 | 151.6 |
| (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 | 0 | 0.0 |
| (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 | 599 | 173.6 |
| By Discretionary | ||
| Discretionary | 599 | 173.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 599 | 173.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 173.6 | |
| Total | 599 | 173.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Serves | Retail |
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|---|---|---|
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MA | 174.0 M |
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Athena Wealth Management LLC
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Benchmark Capital Group Ltd
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Pinafore Wealth Counsel Inc
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Paradigm Capital Management LLC
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|
Tilden Loucks & Woodnorth LLC
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|
Innis Investments LLC
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|
173.3 M | |
|
Leibman Financial Servces Inc
✚
|
NE | 173.1 M |