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ANCHOR BAY CAPITAL, INC.

CARLSBAD, CA · CRD 116913 · IAPD ↗ · 760-602-3470

$247.1MRegulatory AUM
5Advisory reps
6Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2025 — ANCHOR BAY CAPITAL, INC. grew from 2 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.