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- Custodian
- American Funds ยท Axos
- Clients
- Retail
- Platforms
- InsightPathway +more
- Established Date
- 05-01-2012
- Office Locations
- 1
Office Locations
About Anchor Financial Group
Anchor Financial Group is an independent, California state-registered RIA (serving clients since 1988) providing financial planning, fee-based investment management, and insurance placement (commission-based). The firm builds customized portfolios using mutual funds, ETFs, and alternative diversifiers, informed by Riskalyze risk profiling and a loss-minimization philosophy, with planning supported by RightCapital and ongoing monitoring and regular communication.
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Owner & Executives
STEPHEN PAUL KIERNAN
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, President, Secretary, TREASURER
- CRD
- #1527372
- Ownership
- 50% but less than 75%
JOSEPH ANDREW RICHARD
Vice President
- CRD
- #3265155
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,351,684 | $235,842 |
| Non-Discretionary | $0 | -- |
| Total | $102,351,684 | $235,842 |
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Separately Managed Accounts
Total SMA Asset: $102,351,684
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,283,962,328 | 15.8% |
| Equity - Exchange | $2,454,155,842 | 30.2% |
| Equity - OTC | $2,811,714,972 | 34.6% |
| Cash | $1,576,510,707 | 19.4% |
| Total | $8,126,343,849 | 100.0% |