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ANCHOR POINTE WEALTH MANAGEMENT,LLC
ANCHOR POINTE WEALTH MANAGEMENT,LLC
ANCHOR POINTE WEALTH MANAGEMENT
CAPE GIRARDEAU, Missouri
·
1 registered advisor
·
CRD# 226643
SEC# 801-127972
1
573-334-0034
01
Firm Overview
AUM
$112M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
Other: EDUCATIONAL SEMINARS/WORKSHOPS & INSURANCE CONSULTING
03
Specialties
Financial Planning
Investment Management
04
Advisors at ANCHOR POINTE WEALTH MANAGEMENT,LLC
1 registered advisor
Jon Derieck Hodges
CAPE GIRARDEAU, Missouri
CRD# 1656173
05
Office Locations
CAPE GIRARDEAU, Missouri
1 advisor
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Data sourced from SEC Form ADV filings. ANCHOR POINTE WEALTH MANAGEMENT,LLC (CRD# 226643) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.