ANCHOR WEALTH MANAGEMENT, LLC of IRVINE, CA is an SEC-registered investment adviser (CRD 287635). Regulatory assets under management: $98.4M.
Compensation: % of AUM.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| CHANG CECILIA FANG | MEMBER | — |
| CHEN TIM CHIUNG | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Connie Chang | MEMBER | — |
| Chen Joe Yu Tser | MEMBER | — |