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Garrett Thomas Waters

ANCHOR CAPITAL MANAGEMENT GROUP, INC.·ALISO VIEJO, California
Unclaimed Profile
15 ENTERPRISE, ALISO VIEJO, CA 92656CRD# 4540929Firm CRD# 123543
01

About

Garrett Thomas Waters 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
View all advisors at ANCHOR CAPITAL MANAGEMENT GROUP, INC. →
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# 4540929
Firm CRD# 123543
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Garrett Thomas Waters offer?
Garrett Thomas Waters specializes in Investment Management, Wealth Management. Contact their office in ALISO VIEJO, California for a consultation.
What are Garrett Thomas Waters's credentials?
Garrett Thomas Waters is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Garrett Thomas Waters located?
Garrett Thomas Waters 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 Garrett Thomas Waters charge for services?
Garrett Thomas Waters'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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Other advisors in ALISO VIEJO
Jeffrey Scott Elvander — FLEXPATH STRATEGIES LLCMonique (nmn) Schulman — FLEXPATH STRATEGIES LLCVincent Joseph Giovinazzo — FLEXPATH STRATEGIES LLCNicholas Dominic Dellavedova — FLEXPATH STRATEGIES LLCLawrence Val Stawiarski — ANCHOR CAPITAL MANAGEMENT GROUP, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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