Anchor Wealth Advisors, LLC

Anchor Wealth Advisors, LLC (CRD# 300980) is a financial advisory firm headquartered in Cockeysville, MD. They manage $46,792,343 in 243 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
232 Cockeysville Road, Suite B200, Cockeysville, MD 21030
https://www.embarkfin.com/
By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    243
    ACCOUNTS
  • Average Account Value
    $192,561
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD, PA

Financial Advisors at Anchor Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Samuel Erdman, financial advisor Cockeysville MD
Samuel S. Erdman
CRD#: 5128261
232 Cockeysville Road, Suite B200, Cockeysville, MD 21030

Samuel Erdman (CRD# 5128261) is an Investment Advisor Representative working at Anchor Wealth Advisors, LLC in Cockeysville, MD and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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