ANCHOR WEALTH MANAGEMENT GROUP LLC

Adviser information for ANCHOR WEALTH MANAGEMENT GROUP LLC last updated from Form ADV on March 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Florida, United States

Employees

Total Number of Employees 1
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 1
Licensed Agents of an Insurance Company 1
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 0 $0
Non-Discretionary 0 $0
Total 0 $0

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-129794
SEC ERA File Number 801-129794
SEC CIK Numbers None
SEC CRD Numbers 329286
Legal Entity Identifier None

Principal Office

120 S. OLIVE AVE,
SUITE 400
WEST PALM BEACH
FL
United States
Monday - Friday, 9-5
Tel: (561) 228-8688, Fax: (561) 228-8628

Chief Compliance Officer

KATARZYNA A. MARCZYK
MANAGING MEMBER
120 S. OLIVE AVE
SUITE 400
WEST PALM BEACH
FL
United States
Tel: (561) 228-8688
Fax: (561) 228-8628
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
MARCZYK, KATARZYNA, ANNA Individual MANAGING MEMBER/CCO 10/2010 > 75%
Marczyk, Michal Individual MEMBER 10/2010 < 5%

No. Employees, Historic

1050202420251 on 2/28/20241 on 3/13/2024

RAUM, Historic

000202420250 on 2/28/20240 on 3/13/2024