← Tributary

ANCHOR POINT FINANCIAL

BAKERSFIELD, CA · CRD 334103 · IAPD ↗ · anchorpoint.financial · 661-484-7712

$173.6MRegulatory AUM
1Advisory reps
1Employees
1Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — ANCHOR POINT FINANCIAL's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
March 2025 — ANCHOR POINT FINANCIAL (BAKERSFIELD, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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