Also known as anchor bay
Anchor Bay Capital is a financial planning and investment firm in Carlsbad, California, founded in 1992 and reporting about $191 million in assets. It has served Southern California, and clients nationwide, for more than two decades. The firm brings financial planning, investments, tax and estate services together under one roof so that the portfolio manager and the tax and financial planner work from the same information. Its stated premise is that what a client does not lose, the client keeps. It began as one advisor's practice and has grown into a multi-disciplinary firm.
Public regulatory records matched to Anchor Bay Capital from SEC and IRS filings.
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Anchor Bay Capital is a wealth manager based in Carlsbad, United States, managing approximately $191M in assets.
Anchor Bay Capital is headquartered in Carlsbad, United States.
Anchor Bay Capital manages approximately $191M in assets under management.
Anchor Bay Capital was founded in 1992.
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