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- Custodian
- Charles Schwab & Company ยท MID Atlantic
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-24-2024
- Office Locations
- 1
Office Locations
About Silver Anchor Financial, LLC
Silver Anchor Financial, LLC is an independent, fiduciary RIA providing financial planning and investment management for individuals and families and for employer retirement plan sponsors, with a partnership program for CPAs and financial planners (Silver Anchor Alliance). The firm emphasizes long-term client-focused guidance and ETF-based portfolio implementation, and serves clients nationally while maintaining required state registrations.
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Owner & Executives
JOHN PATRICK LOWREY
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #2919731
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,691,173 | -- |
| Non-Discretionary | $68,013,279 | -- |
| Total | $97,704,452 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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