GLOBE & ANCHOR WEALTH MANAGEMENT & FINANCIAL PLANNING, LLC of WALNUT CREEK, CA is an SEC-registered investment adviser (CRD 287722). Regulatory assets under management: $57.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| GAVIDIA FRANK ANTONIO | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | — |
| NISSIM DAVID NOORIEL | MANAGING PARTNER | — |
| Martha Gavidia | MANAGING PARTNER; PARTNER | — |