Anchor Wealth Management Group

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

41990 Cook St Ste J901, Palm Desert, Cal...

Phone Number

(760) 836-0131

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
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May
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ZI Rank
2
1
1
1
1
1

About Anchor Wealth Management Group

Anchor Wealth Management Group, LLC specializes in wealth management, financial consulting, and investment management services. The firm is dedicated to helping clients build and preserve their wealth through personalized financial strategies tailored to individual needs and goals. Their services encompass investment and retirement planning, risk management, and estate conservation, aimed at assisting clients in achieving both short and long-term financial objectives. They cater to a diverse clientele, including those planning for retirement, managing existing wealth, or funding education.Explore more
Anchor Wealth Management Group's Social MediaPopular SearchesAnchor Wealth Management Group LLCAnchor Wealth ManagementAnchor Wealth Management GroupAnchor Wealth Management LLCAnchor Holdings GPSIC Code 62,628NAICS Code 52,523Show more

Anchor Wealth Management Group Org Chart

PhoneEmail
Kasia Marczyk, President & Founder at Anchor Wealth Management Group
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President & Founder

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Anchor Wealth Management ...

<$5M
1-10
Private
-
2007
Kasia Marczyk, President & Founder at Anchor Wealth Management Group
Kasia MarczykPresident & Founder
<$5M
11-50
Private
-
2009
JB
Jamie ButlerOffice Manager
<$5M
1-10
Private
-
-
JB
Jerome BellmFinancial Advisor
<$5M
1-10
Private
-
2009
Richard Bloom, Founder & President at Teton Wealth Management
Richard BloomFounder & President
<$5M
1-10
Private
-
2018
SF
Stephanie FonteClient Concierge and Marketing Manager
<$5M
1-10
Private
-
1999
KD
Kimberly DodgeClient Service Associate
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Anchor Wealth Management Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Anchor Wealth Management Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Anchor Wealth Management Group.

Anchor Wealth Management Group Tech Stack

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Frequently Asked Questions Regarding Anchor Wealth Management Group

What is Anchor Wealth Management Group's official website?
Anchor Wealth Management Group's official website is www.anchor-wealth.com
What is Anchor Wealth Management Group's Revenue?
Anchor Wealth Management Group's revenue is <$5 Million
What is Anchor Wealth Management Group's SIC code?
Anchor Wealth Management Group's SIC: 62,628
What is Anchor Wealth Management Group's NAICS code?
Anchor Wealth Management Group's NAICS: 52,523
How many employees does Anchor Wealth Management Group have?
Anchor Wealth Management Group has 1-10 employees
What industry does Anchor Wealth Management Group belong to?
Anchor Wealth Management Group is in the industry of: Finance, Securities Trading
What is Anchor Wealth Management Group competition?
Anchor Wealth Management Group top competitors include: Teton Wealth Management, Midwest Family Wealth Management, Asterion Wealth Advisory Group, tclwm.com
What technology does Anchor Wealth Management Group use?
Some of the popular technologies that Anchor Wealth Management Group uses are: Cloudflare Website Optimization, Cloudflare CDN, Proofpoint, Datadog
How do I contact Anchor Wealth Management Group?
Anchor Wealth Management Group contact info: Phone number: (760) 836-0131 Website: www.anchor-wealth.com
What does Anchor Wealth Management Group do?

Anchor Wealth Management Group, LLC specializes in wealth management, financial consulting, and investment management services. The firm is dedicated to helping clients build and preserve their wealth through personalized financial strategies tailored to individual needs and goals. Their services encompass investment and retirement planning, risk m... anagement, and estate conservation, aimed at assisting clients in achieving both short and long-term financial objectives. They cater to a diverse clientele, including those planning for retirement, managing existing wealth, or funding education.Read More

What are Anchor Wealth Management Group social media links?
Anchor Wealth Management Group Linkedin page Anchor Wealth Management Group Twitter page Anchor Wealth Management Group Facebook page
Is Anchor Wealth Management Group a public company?
Anchor Wealth Management Group is private company therefore does not currently have an official ticker symbol
See more information about Anchor Wealth Management Group

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