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Anchor BAY Capital, Inc.

Headquartered in CARLSBAD, CA

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Firm Information

Anchor BAY Capital, Inc. is a Registered Investment Adviser (RIA) located in Carlsbad, CA. The firm provides financial planning, pension consulting, and portfolio management for individuals and businesses. They manage over $208 million in assets, primarily for high-net-worth individuals and individuals other than high-net-worth.

Anchor BAY Capital, Inc.

5780 FLEET ST.

CARLSBAD, CA 92008

$208.52M

Assets Under Management

10

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

ANCHOR BAY CAPITAL, INC. has a total of 3 branch locations across the country.

Advisors at Anchor BAY Capital, Inc.

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Disclosures

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Frequently Asked Questions (10)

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