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Anchor Point Financial LLC

● SEC registered since 2025CRD 334103SEC# 801-131927Bakersfield, CA
Export (members)
Reg. AUM
$186.3M
Employees
1
Accounts
316
Location
Bakersfield, CA

Anchor Point Financial LLC assets under management

Anchor Point Financial LLC is a registered investment adviser overseen by the SEC based in Bakersfield, CA. The firm has been registered since 2025. It reports $186.3 million in regulatory assets under management and employs 1 people.
anchorpoint.financialView on SEC.gov ↗

Anchor Point Financial LLC owners & executives

1 reported
NameTitleOwnershipSince
Joel Daniel Askew ControlCco/Managing MemberOver 75%2024

Frequently asked questions

How much does Anchor Point Financial LLC manage?

Anchor Point Financial LLC reports $186.3 million in regulatory assets under management on its Form ADV.

How many employees does Anchor Point Financial LLC have?

Anchor Point Financial LLC reports 1 employees.

Where is Anchor Point Financial LLC located?

Anchor Point Financial LLC is based in Bakersfield, CA and has been SEC-registered since 2025.

Does Anchor Point Financial LLC disclose fund performance?

Anchor Point Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10000 Stockdale Highway Suite 103, Bakersfield, CA 93311
Phone661-484-7712
Office hoursBy Appointment
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$120.4M
Non-discretionary$65.8M
Total (RAUM)$186.3M