Insights

Fiduciary Advantage Independent fiduciary investment advisory serving retirement plan needs, highlighting a potential sales angle to partner with corporate retirement programs and 401(k) plan services without product selling conflicts.

Retirement Focus Specialization in retirement solutions for individuals and employers suggests opportunities to cross-sell advisory services for retirement planning analytics, risk budgeting, and inflation protection within employer-sponsored plans.

Private Firm Small to mid-sized team (11-50) with a client-first, conflict-free model indicates scalability options for outsourced CIO services, portfolio construction frameworks, and managed accounts targeted to SMB clients.

Digital Presence Tech stack usage (WordPress, WooCommerce, Shopify, Mailchimp, AWS) signals readiness for digital marketing partnerships, lead generation programs, and scalable client onboarding enhancements.

Growth Metrics Revenue range indicates mid-market potential; explore strategic collaborations with large- to mid-cap asset managers for co-branded retirement solutions and ongoing asset growth opportunities.

Anchor Bay Capital, Inc. Tech Stack

Anchor Bay Capital, Inc. uses 8 technology products and services including Amazon Web Services, WordPress, Shopify, and more. Explore Anchor Bay Capital, Inc.'s tech stack below.

Amazon Web Services

Cloud Hosting

WordPress

Content Management System

E-commerce

E-commerce

Microsoft

Miscellaneous

WP Engine

Platform As A Service

Anchor Bay Capital, Inc. Email Formats	Example	Percentage
First@anchorbaycapital.com	John@anchorbaycapital.com	100%

Anchor Bay Capital, Inc. Email Formats

Example

Percentage

First@anchorbaycapital.com

John@anchorbaycapital.com

100%

Frequently Asked Questions

What is Anchor Bay Capital, Inc.'s phone number?

You can contact Anchor Bay Capital, Inc.'s main corporate office by phone at

+1-760-602-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Anchor Bay Capital, Inc.'s official website and social media links?

Anchor Bay Capital, Inc.'s official website is anchorbaycapital.com and has social profiles on LinkedIn.

How much revenue does Anchor Bay Capital, Inc. generate?

As of September 2026, Anchor Bay Capital, Inc.'s annual revenue is estimated to be $25M - $50M.

What is Anchor Bay Capital, Inc.'s NAICS code?

Anchor Bay Capital, Inc.'s NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Anchor Bay Capital, Inc. have currently?

As of September 2026, Anchor Bay Capital, Inc. has approximately 11 employees across 1 continents, including North America. Key team members include Client Services Manager: M. E. and Certified Financial Planner ™: S. O. Explore Anchor Bay Capital, Inc.'s employee directory with LeadIQ.

What industry does Anchor Bay Capital, Inc. belong to?

Anchor Bay Capital, Inc. operates in the Investment Management industry.

What technology does Anchor Bay Capital, Inc. use?

Anchor Bay Capital, Inc.'s tech stack includes Amazon Web Services, WordPress, Shopify, WooCommerce, Mailchimp, Microsoft 365, Microsoft and WP Engine.

What is Anchor Bay Capital, Inc.'s email format?

Anchor Bay Capital, Inc.'s email format typically follows the pattern of First@anchorbaycapital.com. Find more Anchor Bay Capital, Inc. email formats with LeadIQ.

When was Anchor Bay Capital, Inc. founded?

Anchor Bay Capital, Inc. was founded in 1992.

Anchor Bay Capital, Inc.

Q: How many employees does Anchor Bay Capital, Inc. have currently?

Anchor Bay Capital, Inc. has approximately 11 employees.

Q: What technology does Anchor Bay Capital, Inc. use?

Anchor Bay Capital, Inc.'s tech stack includes FlexSlider, Cloudflare Bot Management, Cloudflare, oEmbed, MonsterInsights.

Q: What is Anchor Bay Capital, Inc.'s NAICS code?

Anchor Bay Capital, Inc.'s NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementCalifornia, United States11-50 Employees

Anchor Bay Capital, Inc. is a California-based investment management firm that focuses on retirement planning solutions. It works with individuals and their families to develop plans intended to provide comfort in retirement, addressing risks such as underperforming investments, asset depletion, and inflation. The firm also assists companies in building employee-sponsored retirement programs, offering personalized, one-on-one engagement from its headquarters in Carlsbad to tailor strategies to client needs. As a Registered Investment Advisory Firm and fiduciary, Anchor Bay Capital operates independently without selling investment products or earning commissions, and it emphasizes a client-centric approach guided by integrity and prioritizing clients’ best interests. The company serves a range of clients, including public, private, and nonprofit organizations, and situates itself within the broader investment management industry by providing retirement-focused advisory services.

Insights

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