ANCHOR WEALTH MANAGEMENT of DIAMOND BAR, CA is an SEC-registered investment adviser (CRD 135666). Regulatory assets under management: $8.0M.
| Name | Role | Location |
|---|---|---|
| LIN WU | CHIEF COMPLIANCE OFFICER | RESEARCH TRIANGLE PARK, NC |
| LEE JACK C | PRESIDENT/CCO; PRESIDENT/CHIEF PORTFOLIO MANAGER; SHAREHOLDER | — |
| LI SU LING | MEMBER | — |
| LEE LI-YING | MEMBER | — |
| LI ALAN OZZY | RESEARCH ANALYST/CCO; RESEARCH ANALYST/CHIEF COMPLIANCE OFFICER | — |
| ZHAO QUANFU | SHAREHOLDER | — |