RIA Intel›Advisers›Washington›ANCHOR FINANCIAL LLC

ANCHOR FINANCIAL LLC

Advisory

TACOMA, WA

Data as of Jun 10, 2026 · Source: SEC Form ADV

Average account

$155K

across 37 accounts

AUM per adviser

$1M

4 advisers

Source: SEC Form ADV. Figures as filed Jun 10, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$6M

Discretionary AUM$6M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients37

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

37 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in WA

Closest by assets under management. All figures from Form ADV.

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ABACUS FINANCIAL PLANNING, LLC

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$6M

JAR.AI LLC

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