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Eric Corban Leake

ANCHOR CAPITAL MANAGEMENT GROUP, INC.·ALISO VIEJO, California
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15 ENTERPRISE, ALISO VIEJO, CA 92656CRD# 2340860Firm CRD# 123543
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About

Eric Corban Leake is a registered financial advisor based in ALISO VIEJO, California, affiliated with ANCHOR CAPITAL MANAGEMENT GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
ANCHOR CAPITAL MANAGEMENT GROUP, INC.
ANCHOR CAPITAL
AUM
$390M
Regulatory assets under management
Employees
4
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Other: FLAT FEE
Regulatory
SEC/IARD CRD# 2340860
Firm CRD# 123543
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Eric Corban Leake offer?
Eric Corban Leake specializes in Investment Management, Wealth Management. Contact their office in ALISO VIEJO, California for a consultation.
What are Eric Corban Leake's credentials?
Eric Corban Leake is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Corban Leake located?
Eric Corban Leake is based in ALISO VIEJO, California, working with ANCHOR CAPITAL MANAGEMENT GROUP, INC.. Their office serves clients in the ALISO VIEJO metropolitan area and surrounding communities.
How does Eric Corban Leake charge for services?
Eric Corban Leake's firm is compensated through percentage of aum, other: flat fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ANCHOR CAPITAL MANAGEMENT GROUP, INC.?
ANCHOR CAPITAL MANAGEMENT GROUP, INC. has approximately 4 employees and manages $390M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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