Home
›
Firms
›
ANCHOR FINANCIAL GROUP
ANCHOR FINANCIAL GROUP
SANTA ANA, California
·
3 registered advisors
·
CRD# 111801
SEC# 801-33340
714-835-7703
01
Firm Overview
AUM
$31M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Market timing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03
Specialties
Financial Planning
Investment Management
04
Advisors at ANCHOR FINANCIAL GROUP
3 registered advisors
Daniel Lee Kiernan
SANTA ANA, California
CRD# 1074377
Joseph Andrew Richard
SANTA ANA, California
CRD# 3265155
Stephen Paul Kiernan
SANTA ANA, California
CRD# 1527372
05
Office Locations
SANTA ANA, California
3 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. ANCHOR FINANCIAL GROUP (CRD# 111801) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.