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| Happy Holidays!! thanks for using AUM13F!! |
| Anchor Wealth Management Group LLC
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|---|---|
| CRD # | 329286 |
| SEC # | 801-129794 |
| CIK # | |
| AUM | $205.0 M (2025-06-04) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 561-228-8688 |
| Address | 120 S Olive Ave, West Palm Beach, FL 33401 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 112 | 38.9 |
| (b) Individuals (high net worth individuals) | 95 | 164.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 2.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 617 | 205.0 |
| By Discretionary | ||
| Discretionary | 617 | 205.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 617 | 205.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 205.0 | |
| Total | 617 | 205.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ascend Interplay LLC
✚
|
NY | 0.2 |
|
Canty Financial Management Inc
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|
NY | 0.2 |
|
Alder Financial Group Inc
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|
GA | 0.2 |
|
D C Voss & Company LLC
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|
0.2 | |
|
Investment Management & Planning LLC
✚
|
DE | 0.2 |
|
Floyd Benjamin Joseph
✚
|
TX | 0.2 |
|
Carlsbad Wealth Advisory Group Inc
✚
|
CA | 0.2 |
|
The Clifford Group LLC
✚
|
MA | 0.2 |
|
Dogwood Wealth Management LLC
✚
|
KS | 0.2 |
|
Gregory Lyle & Co
✚
|
0.2 |