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| Anchored Financial Planning LLC
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|
|---|---|
| CRD # | 336537 |
| SEC # | 801-134476 |
| CIK # | |
| AUM | $182.9 M (2026-02-02) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 856-202-7250 |
| Address | 875 Mantua Pike West Deptford, NJ 08096 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 448 | 93.0 |
| (b) Individuals (high net worth individuals) | 52 | 89.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,223 | 182.9 |
| By Discretionary | ||
| Discretionary | 1,223 | 182.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,223 | 182.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 182.9 | |
| Total | 1,223 | 182.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
TIDE Cove Capital Partners LLC
✚
|
0.2 | |
|
Miller Gesko & Co Inc
✚
|
NY | 0.2 |
|
Hoffmann Hermanson LLC
✚
|
CO | 0.2 |
|
Walton Financial
✚
|
AL | 0.2 |
|
OFC Financial Planning LLC
✚
|
0.2 | |
|
White WING Wealth Management LLC
✚
|
TX | 0.2 |
|
Invariant Investment Management LLC
✚
|
PA | 0.2 |
|
SAFS LLC
✚
|
PA | 0.2 |
|
Godfrey Financial Associates Inc
✚
|
NY | 0.2 |
|
WOLD Financial Group LLC
✚
|
MN | 0.2 |