CRD: 287722
Globe & Anchor Wealth Management & Financial Planning, LLC
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- Custodian
- Betterment · Charles Schwab & Company · TD Ameritrade · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Fusion capital
- Established Date
- 05-05-2017
- Office Locations
- 1
Office Locations
About Globe & Anchor Wealth Management & Financial Planning, LLC
Globe & Anchor Wealth Management & Financial Planning, LLC is a California-based RIA delivering wealth management and comprehensive financial planning (including tax and estate planning and business succession support). Portfolios emphasize asset allocation using ETFs and index funds alongside fixed income. The practice highlights CFP affiliation and uses tools like Orion and eMoney; custody is available through Charles Schwab.
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Owner & Executives
FRANK ANTONIO GAVIDIA
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #2360057
- Ownership
- 75% or more
Gavidia Martha
Financial Advisor, PARTNER
- CRD
- --
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,486,727 | $306,620 |
| Non-Discretionary | $0 | -- |
| Total | $57,486,727 | $306,620 |
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Separately Managed Accounts
Total SMA Asset: $57,486,727
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $323,704,642 | 22.8% |
| Equity - Exchange | $130,617,662 | 9.2% |
| U.S. Government/Agency | $448,643,275 | 31.6% |
| Cash | $516,791,621 | 36.4% |
| Total | $1,419,757,200 | 100.0% |