Anchor Wealth Management

Finance · Illinois, United States · 11-50 Employees

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Overview

Headquarters

4949 Harrison Ave Ste 110, Rockford, Ill...

Phone Number

(815) 201-5011

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Anchor Wealth Management

Anchor Wealth Management is a financial advisory firm based in Rockford, IL, offering services such as financial planning, investment planning, long-term care, and life insurance. The company aims to guide clients through their financial journey by understanding their goals and preparing for potential challenges. Their target clients include individuals seeking assistance with investments, retirement planning, and insurance needs. With a commitment to fiduciary responsibility, they work closely with clients to implement and maintain their financial plans.Explore more
Anchor Wealth Management's Social MediaPopular SearchesAnchor Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Anchor Wealth Management Org Chart

PhoneEmail
AL
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Chief Executive Officer & Wealth Advisor

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WD
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Client Relationship Manager

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CD
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Manager, Business Development & Marketing

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CJ
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Team Member

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KP
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Wealth Management Advisor

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Wealth Advisor

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Wealth Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Anchor Wealth Management

<$5M
11-50
Private
-
-
AL
Adam LudwigCEO & Wealth Advisor
$7.5M
11-50
Private
-
2021
LZ
Leigh ZhangChief Investment Officer
<$5M
11-50
Private
-
2014
DS
David SmithIndependent Financial Advisor
<$5M
11-50
Private
<$5M
2011
AM
April MasteyPresident & CEO
<$5M
1-10
Private
-
2005
JF
Jennifer FreyManager, Operations
<$5M
1-10
Private
-
2005
ML
Mary LindbergAdministrative Assistant
<$5M
1-10
Private
-
2002
PT
Paul TiptonFinancial Advisor & Assistant
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Anchor Wealth Management Tech Stack

A closer look at the technologies used by Anchor Wealth Management

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Frequently Asked Questions Regarding Anchor Wealth Management

What is Anchor Wealth Management's official website?
Anchor Wealth Management's official website is www.anchorwm.com
What is Anchor Wealth Management's Revenue?
Anchor Wealth Management's revenue is <$5 Million
What is Anchor Wealth Management's SIC code?
Anchor Wealth Management's SIC: 62,628
What is Anchor Wealth Management's NAICS code?
Anchor Wealth Management's NAICS: 52,523
How many employees does Anchor Wealth Management have?
Anchor Wealth Management has 11-50 employees
What industry does Anchor Wealth Management belong to?
Anchor Wealth Management is in the industry of: Finance, Insurance, Securities Trading
What is Anchor Wealth Management competition?
Anchor Wealth Management top competitors include: WealthSprings, Sunrise Wealth Partners, Cirks Financial Services, WealthSpring
What technology does Anchor Wealth Management use?
Some of the popular technologies that Anchor Wealth Management uses are: WordPress.org, PHP, Smarsh, Google Font API
How do I contact Anchor Wealth Management?
Anchor Wealth Management contact info: Phone number: (815) 201-5011 Website: www.anchorwm.com
What does Anchor Wealth Management do?

Anchor Wealth Management is a financial advisory firm based in Rockford, IL, offering services such as financial planning, investment planning, long-term care, and life insurance. The company aims to guide clients through their financial journey by understanding their goals and preparing for potential challenges. Their target clients include indivi... duals seeking assistance with investments, retirement planning, and insurance needs. With a commitment to fiduciary responsibility, they work closely with clients to implement and maintain their financial plans.Read More

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

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