Anchor Wealth Management
Financial Services • 
Lanark, Illinois, United States • 11-20 Employees
Company overview
| Headquarters | 126 N. Broad St., Lanark, Illinois 61046, US |
| Phone number | +18152015012 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Life Insurance, Financial Planning |
| Founded | 2005 |
| Employees | 11-20 |
| Socials |
Key Contact at Anchor Wealth Management
Summer Baskin
Founder, Wealth Advisor
Anchor Wealth Management Email Formats
Anchor Wealth Management uses 3 email formats. The most common is {first initial} (e.g., j@anchorwm.com), used 70% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@anchorwm.com | 70% |
{first name} | john@anchorwm.com | 20% |
{first initial}.{last name} | j.doe@anchorwm.com | 10% |
About Anchor Wealth Management
We believe in purpose-driven investing, not performance-driven investing. This means our top priority is making sure you have the finances you need, when you need them, throughout your life. We begin with the end in mind and provide practical guidance to help turn your current reality into your ideal future. Since 2005, Anchor Wealth Management has helped more than 800 families navigate the uncertain waters of financial investing and pursue financial freedom. Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: AZ, CA, CO, FL, IL, IN, IA, KS, KY, MA, MI, MO, NC, NE, NY, TX, & WI Cambridge and Anchor Wealth Management are not affiliated. Check the background of this investment professional on FINRA’s BrokerCheck https://brokercheck.finra.org/individual/summary/4923562
Anchor Wealth Management revenue & valuation
| Annual revenue | $1,197,770 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Anchor Wealth Management has 9 employees across 5 departments.
Departments
Number of employees
Funding Data
Anchor Wealth Management has never raised funding before.
Anchor Wealth Management Tech Stack
Discover the technologies and tools that power Anchor Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Blogs
France
United Kingdom
Frequently asked questions
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