ANCHOR FINANCIAL SERVICES, CPA, PA

ANCHOR FINANCIAL SERVICES, CPA, PA of STUART, FL is an SEC-registered investment adviser (CRD 147408). Regulatory assets under management: $12.8M.

Registration

• CRD: 147408
• Type: Registered investment adviser
• Location: 955 SE FEDERAL HIGHWAY, STUART, FL, 34994
• Phone: 772-287-8964
• Latest filing: 2026-03-25
• Regulatory AUM: $12.8M
• Discretionary AUM: $12.8M
• Clients: 1
• Accounts: 15

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 147408 on SEC IAPD (source of record)
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