ANCHOR & OAK WEALTH ADVISORS, LLC of MARCO ISLAND, FL is an SEC-registered investment adviser (CRD 342544).
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other.
| Name | Role | Location |
|---|---|---|
| Richard Frey | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER; OWNER | — |
| Mark Paul Collinsworth | PORTFOLIO MANAGER/INVESTMENT ADVISER REPRESENTATIVE | — |
| Joshua James Joiner | MANAGING PARTNER/INVESTMENT ADVISER REPRESENTATIVE | — |