Anchor Financial Group

Overview

Anchor Financial Group is a state registered investment adviser based in Brea, CA, registered since 2012. It reports $102M in assets under management across 126 accounts, with 2 employees. It has 2 investment adviser representatives.

Reported AUM

$102M

Discretionary

100%

Accounts

126

Average account

$812K

Employees

2

Advisory reps

2

Registered since

2012

Jurisdictions

2

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Stephen Paul Kiernan Chief Executive Officer, President, Chief Financial Officer CRD 1527372
• Joseph Andrew Richard Vice President CRD 3265155

Advisory reps 2 of 2

• Stephen Paul Kiernan Insurance Agent · Investment Adviser Rep CRD 1527372
• Joseph Andrew Richard Investment Adviser Rep CRD 3265155

Location

Headquarters

500 S Kraemer Blvd Ste 255
Brea, CA 92821

County

Orange

Metro area

Los Angeles-Long Beach-Anaheim, CA

Region

West

Registrations

• State registered
• Registered in 2 jurisdictions
• Website: anchorfg.com

Every state, with registration dates

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