$12.8M Total AUM
$12.8M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
17 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-16-2008
- Office Locations
- 1
Office Locations
955 SE Federal Highway Suite 102 Stuart FL
About Anchor Financial Services, CPA, PA
Anchor Financial Services, CPA, PA delivers tax planning and wealth management for individuals and businesses, focusing on personalized, tax-efficient strategies. Portfolios are implemented primarily with ETFs and publicly offered funds, with modest cash exposure. Stuart, FL-based CPA firm pairing tax expertise with investment advice—relevant for ETF and fund distribution teams.
Team overview
-- AVG AGE
$12.8M AVG AUM / ADVISOR
$855.1K AVG AUM / CLIENT
17.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Services
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Technology
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Owner & Executives
J
JOHN W TAYLOR JR.
Director, President
- CRD
- #5558770
- Ownership
- 50% but less than 75%
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,826,043 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,826,043 | -- |
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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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