ANCHOR FINANCIAL

ANCHOR FINANCIAL of TACOMA, WA is an SEC-registered investment adviser (CRD 310081). Regulatory assets under management: $5.7M.

Registration

• CRD: 310081
• Type: Registered investment adviser
• Location: 6004 WESTGATE BLVD., TACOMA, WA, 98406
• Phone: 888-824-0327
• Latest filing: 2026-06-10
• Regulatory AUM: $5.7M
• Discretionary AUM: $5.7M
• Clients: 4
• Accounts: 37

Business model

Compensation: % of AUM, Other.

Clients served: High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310081 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search