Anchor Wealth Management, LLC

Anchor Wealth Management, LLC (CRD# 287635) is a financial advisory firm headquartered in Irvine, CA. They manage $79,152,484 in 159 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
9891 Irvine Center Drive, Suite 170, Irvine, CA 92618-4319
https://www.anchorwealthmanagement.us
By the Numbers
  • Total Assets Under Management
    79
    MILLION
  • Total Number of Accounts
    159
    ACCOUNTS
  • Average Account Value
    $497,814
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, TX

Financial Advisors at Anchor Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Tim Chen, financial advisor Irvine CA
Tim C. Chen
CRD#: 4719484
9891 Irvine Center Drive, Suite 170, Irvine, CA 92618

Tim Chen (CRD# 4719484) is an Investment Advisor Representative working at Anchor Wealth Management, LLC in Irvine, CA and has over 20 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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