A
$5.7M Total AUM
$5.7M Disc. AUM
-- 3Y CAGR
4 Employees
37 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-2020
- Office Locations
- 2
Office Locations
19031 33rd Avenue West Suite 314 Lynnwood WA
6004 Westgate Blvd. Suite 120 Tacoma WA
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.
Team overview
-- AVG AGE
$1.4M AVG AUM / ADVISOR
$155.2K AVG AUM / CLIENT
4.4 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
6yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
Corey Michael LaShells
Financial Advisor, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #6419778
- Ownership
- 50% but less than 75%
Available
Available
Available
A
Alana Jean Reed
Owner
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 3 owners & executives
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J
JACQUELINE L DEGIDEO
Financial Advisor
- CRD
- #1820529
Available
Available
Available
R
Rafe Johnson
--
- CRD
- #8016335
Available
Available
Available
Showing 2 of 5 contacts
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,741,307 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,741,307 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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