BLUE ANCHOR WEALTH ADVISORS, LLC

RIASEC Registered
Total AUM
$136M
Discretionary
$132M
97% of AUM
Avg account
$454K
Accounts
300
Employees
6
Advisory reps
6

Firm details

Headquarters
KETCHIKAN, Alaska
CRD number
307522
Website
blueanchorwealth.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI55.22%
  • Individuals43.25%
  • State / Municipal Government1.3%
  • Charitable Organizations0.23%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Blue Anchor Wealth Advisors, LLC is an independent, owner-operated registered investment adviser that focuses on serving individuals and families. Its advisory services center on financial planning and discretionary portfolio management for individuals, small businesses, and pooled investment vehicles. The firm charges clients on a percentage-of-assets-under-management basis and may also bill hourly for planning or consultation work. Blue Anchor does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 63%, Public Funds/Mutual Funds 15%, US Government Bonds 8%, Investment Grade Corp Bonds 5%, Cash & Cash Equivalents 5%, State & Local Bonds 2%, Non-Exchange Traded Equities 1%, Sovereign Bonds 1%63%
  • Exchange Traded Equities63%
  • Public Funds/Mutual Funds15%
  • US Government Bonds8%
  • Investment Grade Corp Bonds5%
  • Cash & Cash Equivalents5%

Contacts

3 of 6

  • Matthew Eisenhower

    Senior Financial AdvisorCRD 7228193

  • Wayne Trana

    ​Retirement Plan SpecialistCRD 7956399

  • Fiona Capell

    Financial Advisor, Operations ManagerCRD 7953724

Unlock 3 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

KETCHIKAN, AK

KETCHIKAN GATEWAY

Location

KETCHIKAN, AK

Headquartered in KETCHIKAN, AK, in the West of the United States.

Region
West
County
KETCHIKAN GATEWAY
Address
4079 Tongass Ave
Time zone
AKT (UTC-9)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth