$173.6M Total AUM
$173.6M Disc. AUM
-- 3Y CAGR
1 Employees
172 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Peak
- Established Date
- 02-05-2025
- Office Locations
- 1
Office Locations
10000 Stockdale Highway Suite 103 Bakersfield CA
About Anchor Point Financial
Anchor Point Financial is a Bakersfield-based RIA. The firm has been operating for 1 years. Managing $173.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$173.6M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Ember Horizon bridge Beacon peak Vector fusion Ember
Custodian
Foundation Signal foundation Signal Focus matrix Momentum vertex
Investment Vehicles
Oak Quantum
Platform
Meridian Ember
Services
Pathway Bridge Catalyst Ridge meridian Bridge Ember element Signal
Technology
Fusion foundation
Owner & Executives
Joel Daniel Askew
founder, Registered Investment Advisory
- CRD
- #6342307
- Ownership
- 75% or more
(906) 465-2907
vertex.ridge@unisoncapital.com
in linkedin.com/in/harbor-legacy
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $173,629,593 | $289,866 |
| Non-Discretionary | $0 | -- |
| Total | $173,629,593 | $289,866 |
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Separately Managed Accounts
Total SMA Asset: $173,629,593
Public Funds:
24.8% Equity - Exchange:
27.5% Cash:
8.6% Other:
6.7% U.S. Government/Agency:
32.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $92,082,142 | 24.8% |
| Equity - Exchange | $102,107,214 | 27.5% |
| Cash | $31,931,710 | 8.6% |
| Other | $24,877,030 | 6.7% |
| U.S. Government/Agency | $120,300,863 | 32.4% |
| Total | $371,298,959 | 100.0% |