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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- BeaconSignal +more
- Established Date
- 03-12-2020
- Office Locations
- 3
Office Locations
About Blue Anchor Wealth Advisors, LLC
Blue Anchor Wealth Advisors provides holistic financial planning and investment advice, including retirement planning for individuals and business owners. The team includes CFP, CRPC and CDFA professionals and offers specialized divorce planning with an in-house mediation option, plus programs focused on empowering women investors. Custodies with Charles Schwab and implements portfolios largely with ETFs.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHRISTINE MARIE EISENHOWER
Chief Investment Officer, Financial Advisor
- CRD
- #6129903
- Ownership
- 50% but less than 75%
Matthew James Eisenhower
Chief Compliance Officer, Chief Executive Officer, Wealth Advisor
- CRD
- #7228193
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Fiona Capell
--
- CRD
- #7953724
Tristan M Dahl
--
- CRD
- #8165624
Element element
Unison momentum
- CRD
- #28152
Showing 2 of 6 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $141,472,504 | -- |
| Non-Discretionary | $2,730,601 | -- |
| Total | $144,203,105 | -- |
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Separately Managed Accounts
Total SMA Asset: $144,203,105
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,197,089,918 | 20.2% |
| Equity - Exchange | $699,290,150 | 11.8% |
| U.S. Government/Agency | $823,740,092 | 13.9% |
| Cash | $1,611,923,057 | 27.2% |
| Corporate - Investment Grade | $1,594,144,494 | 26.9% |
| Total | $5,926,187,711 | 100.0% |