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ANCHOR BAY CAPITAL, INC.
ANCHOR BAY CAPITAL, INC.
CARLSBAD, California
·
4 registered advisors
·
CRD# 116913
SEC# 801-107983
1
760-602-3470
01
Firm Overview
AUM
$209M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ANCHOR BAY CAPITAL, INC.
4 registered advisors
James Robert Allen
CARLSBAD, California
CRD# 1882869
Matthew William Large
CARLSBAD, California
CRD# 6251338
Scott Spiering
CARLSBAD, California
CRD# 1828899
Tanner Manning Wrisley
CARLSBAD, California
CRD# 6750564
05
Office Locations
CARLSBAD, California
4 advisors
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Data sourced from SEC Form ADV filings. ANCHOR BAY CAPITAL, INC. (CRD# 116913) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.