Unclaimed Profile

Eric Corban Leake

ANCHOR CAPITAL MANAGEMENT GROUP, INC.·ALISO VIEJO, California

Series 7, Series 24, Series 63, Series 65Clean record23 years registeredANCHOR CAPITAL MANAGEMENT GROUP, INC.

15 ENTERPRISE, ALISO VIEJO, CA 92656CRD# 2340860Firm CRD# 123543

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eric Corban Leake · ALISO VIEJO, CA

Registration

CRD #2340860 · ANCHOR CAPITAL MANAGEMENT GROUP, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ANCHOR CAPITAL MANAGEMENT GROUP, INC.

ANCHOR CAPITAL

Oct 2017 – Mar 2024

ALISO VIEJO, CA

ANCHOR CAPITAL

Jan 2003 – Dec 2013

IRVINE, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 9, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ANCHOR CAPITAL MANAGEMENT GROUP, INC.

CRD 123543 · SEC 801-61643

AUM

$390M

Regulatory assets under management

Employees

34 client accounts

Services offered by ANCHOR CAPITAL MANAGEMENT GROUP, INC.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at ANCHOR CAPITAL MANAGEMENT GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Eric Corban Leake offer?

Eric Corban Leake specializes in Investment Management, Wealth Management.

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, last registered with ANCHOR CAPITAL MANAGEMENT GROUP, INC..

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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