Summary

Anchor Wealth Management

Founded in 2005

Strengths

  • Revenue generated per employee is greater than industry average
  • Revenue growth is more steady than the industry average

Weaknesses

  • Anchor Wealth Management has a very small market share in their industry
  • Revenue growth is less than the industry average
  • The number of employees is not growing as fast as the industry average

Annual Revenue

Anchor Wealth Management's annual revenue

$858000

Based on Kona Equity data

  • Revenue per employee

    $122571

  • Variance of revenue growth

    0.04

  • Annual revenue growth since founding

    $45157

  • Revenue growth rate from first known quarter to current

    -52.5%

Employee Count

7 employees

  • Employee growth rate from first known quarter to current

    -57.1%

Executives

Tim Chen

Manager, Wealth

t**@anchorwealthmanagement.us

G Score - 2

The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.

  • G2 Income per employee more than industry average.
  • G5 Variance of revenue growth is less than the industry average

Location

9891 Irvine Center Dr, Ste 170 
Irvine, CA  92618

Unlock unlimited leads

Get access to millions of contacts, companies, emails, and more!

Similar Companies

Copper Canyon Wealth Management

coppercanyonwealth.com
  • Founded in 2011
  • Location: Mesa, AZ
  • Annual Revenue: $1.1M
  • Employees: 6

Waterstone Private Wealth Management

waterstonewealth.com
  • Founded in 2010
  • Location: Owasso, OK
  • Annual Revenue: $1.7M
  • Employees: 5
  • Looking for a trusted financial advisor? Waterstone Private Wealth Management offers personalized wealth management and financial advice across the U.S.

Goodrich and Associates

goodrichassociates.net
  • Founded in 1983
  • Location: Bellingham, WA
  • Annual Revenue: $457.0K
  • Employees: 4

Bay Harbor Wealth Management

bayharborwealth.com
  • Founded in 2011
  • Location: Hunt Valley, MD
  • Annual Revenue: $1.2M
  • Employees: 5
  • Bay Harbor Wealth Management is a financial advisory firm that specializes in retirement income planning. They help people in or nearing retirement create strategies to ensure their retirement income lasts as long as they do. The company offers fiducia...

Stockade Wealth Management

stockadewealth.com
  • Founded in 2014
  • Location: Fords, NJ
  • Annual Revenue: $2.2M
  • Employees: 7
  • Located in Woodbridge Township, New Jersey, we serve a diverse client base across the U.S. and provide a holistic wealth management approach to investments and insurance to empower individuals and families to take control of their financial future. We ...

Fig Tree Wealth

figtreewealth.com
  • Location: Florham Park, NJ
  • Annual Revenue: $1.6M
  • Employees: 6
  • Financial Planner | Fig Tree Wealth Management | New Jersey Christian financial advisor located in NJ helping individuals and business owners invest consistent with biblical values also known as biblically responsible investing. About Our Services Our ...

Key Information

  • SIC: 62
  • NAICS: 523; 52
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with Anchor Wealth Management.

See similar companies

Frequently Asked Questions

Where is Anchor Wealth Management located?

Anchor Wealth Management's headquarters are located at 9891 Irvine Center Dr, Ste 170  Irvine, CA  92618.


What is Anchor Wealth Management's official website?

Anchor Wealth Management's official website is anchorwealthmanagement.us


What is Anchor Wealth Management's revenue?

Anchor Wealth Management's annual revenue is $858.0 K.


What is Anchor Wealth Management's SIC code?

Anchor Wealth Management's SIC: 62


What is Anchor Wealth Management's NAICS code?

Anchor Wealth Management's NAICS: 523; 52.


How many employees does Anchor Wealth Management's have?

Anchor Wealth Management has 7 employees

Next step

Visitors review