Anchor Point Financial LLC
● SEC registered since 2025CRD 334103SEC# 801-131927Bakersfield, CA
Reg. AUM
$173.6M
Employees
1
Accounts
599
Location
Bakersfield, CA
Anchor Point Financial LLC assets under management
Anchor Point Financial LLC is a registered investment adviser overseen by the SEC based in Bakersfield, CA. The firm has been registered since 2025. It reports $173.6 million in regulatory assets under management and employs 1 people.
Anchor Point Financial LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joel Daniel Askew Control | Cco/Managing Member | Over 75% | 2024 |
Frequently asked questions
How much does Anchor Point Financial LLC manage?
Anchor Point Financial LLC reports $173.6 million in regulatory assets under management on its Form ADV.
How many employees does Anchor Point Financial LLC have?
Anchor Point Financial LLC reports 1 employees.
Where is Anchor Point Financial LLC located?
Anchor Point Financial LLC is based in Bakersfield, CA and has been SEC-registered since 2025.
Does Anchor Point Financial LLC disclose fund performance?
Anchor Point Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10000 Stockdale Highway Suite 103, Bakersfield, CA 93311 |
| Phone | 661-484-7712 |
| Office hours | By Appointment |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$173.6M▼ 7%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$173.6Mregulatory AUM
Discretionary $173.6M