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Anchor Capital Management Group, Inc.

● SEC registered since 2002CRD 123543SEC# 801-61643Aliso Viejo, CA
Export (members)
Reg. AUM
$309.6M
Employees
3
Accounts
33
Location
Aliso Viejo, CA

Anchor Capital Management Group, Inc. assets under management

Anchor Capital Management Group, Inc. is a registered investment adviser overseen by the SEC based in Aliso Viejo, CA. The firm has been registered since 2002. It reports $309.6 million in regulatory assets under management and employs 3 people.
www.anchor-capital.comView on SEC.gov ↗

Anchor Capital Management Group, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Garrett Thomas Waters ControlChief Executive Officer & PresidentOver 75%2012
Lawrence Val Stawiarski ControlChief Compliance OfficerUnder 5%2015

Frequently asked questions

How much does Anchor Capital Management Group, Inc. manage?

Anchor Capital Management Group, Inc. reports $309.6 million in regulatory assets under management on its Form ADV.

How many employees does Anchor Capital Management Group, Inc. have?

Anchor Capital Management Group, Inc. reports 3 employees.

Where is Anchor Capital Management Group, Inc. located?

Anchor Capital Management Group, Inc. is based in Aliso Viejo, CA and has been SEC-registered since 2002.

Does Anchor Capital Management Group, Inc. disclose fund performance?

Anchor Capital Management Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address15 Enterprise, Suite 450, Aliso Viejo, CA 92656
Phone(800)-290-8633
Fax(949)-382-1497
Office hours9:00 a.m. To 4:30 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$309.6M
Non-discretionary$0
Total (RAUM)$309.6M