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Anchor Pointe Wealth Management,llc

CRD 226643SEC# 801-127972Cape Girardeau, MO
Export (members)
No longer SEC-registered. Anchor Pointe Wealth Management,llc appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$140.2M
Employees
2
Accounts
512
Location
Cape Girardeau, MO

Anchor Pointe Wealth Management,llc assets under management

Anchor Pointe Wealth Management,llc is a registered investment adviser overseen by the SEC based in Cape Girardeau, MO. It reports $140.2 million in regulatory assets under management and employs 2 people.

Anchor Pointe Wealth Management,llc owners & executives

1 reported
NameTitleOwnershipSince
Jon Derieck Hodges ControlManaging Member/Chief Compliance OfficerOver 75%2015

Frequently asked questions

How much does Anchor Pointe Wealth Management,llc manage?

Anchor Pointe Wealth Management,llc reports $140.2 million in regulatory assets under management on its Form ADV.

How many employees does Anchor Pointe Wealth Management,llc have?

Anchor Pointe Wealth Management,llc reports 2 employees.

Where is Anchor Pointe Wealth Management,llc located?

Anchor Pointe Wealth Management,llc is based in Cape Girardeau, MO.

Does Anchor Pointe Wealth Management,llc disclose fund performance?

Anchor Pointe Wealth Management,llc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1427 Thomas Drive, Suite 14, Cape Girardeau, MO 63701
Office hoursBy Appointment Only
Discloses disciplinary historyNo

Assets under management

Discretionary$139.6M
Non-discretionary$618K
Total (RAUM)$140.2M