This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-2020
- Office Locations
- 2
Office Locations
About Anchor Financial
Anchor Financial is a Tacoma-based RIA with 2 offices. The firm has been operating for 6 years. Managing $5.7M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 37 clients, or 9.3 clients per representative. That equates to $155.2K in reported AUM per client.
The profile lists 2 reported office locations and 6 years in operation. The source data was last updated on June 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Anchor Financial's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
Unlock the underlying categories and values
The full Anchor Financial record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Corey Michael LaShells
Financial Advisor, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #6419778
- Ownership
- 50% but less than 75%
Alana Jean Reed
Owner
- CRD
- --
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
Unlock allContacts
JACQUELINE L DEGIDEO
Financial Advisor
- CRD
- #1820529
Rafe Johnson
--
- CRD
- #8016335
Showing 2 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,741,307 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,741,307 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Anchor Financial has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
Continue browsing