Anchor Bay Capital, Inc. Employee Directory

Investment ManagementUnited States11-50 Employees

At Anchor Bay Capital, we specialize in developing retirement plan solutions. We help individuals and their families formulate a plan so they can retire in comfort. We protect retirees against the risk of underperforming investments, the risk of outliving assets and the risk of inflation diminishing their purchasing power. We also work with companies to create employee sponsored retirement programs. 
 
From our headquarters in Carlsbad, California we work one-on-one with our clients to design plans customized to their needs. We begin with a conversation, getting to know you, your wants and desires. Then we bring you a disciplined, objective strategy for your investable assets.
 
As a Registered Investment Advisory Firm, and a Fiduciary, we are truly independent and don't sell investment products or earn commissions. And we are not controlled by any broker/dealer, insurance company, or financial services organization. We act solely in the best interest of our clients.
 
The core principle that drives us, is doing what’s right for our clients and doing it with integrity. We are not motivated by any other factor than what is in your best interest and what is going to help you meet your goals. It’s a people first approach that has served us well for decades.
 
Additionally, our firm does work with other business entities, including public, private and nonprofit organizations.

Find Anchor Bay Capital, Inc. employees' phone numbers or email addresses

Anchor Bay Capital, Inc. Global Highlights

Location
Employees

North America
26

Minus sign iconPlus sign icon
  • United States Of America
    26

Anchor Bay Capital, Inc.'s Leadership

  • Stylized image of a person
    M. L.
    Chief Operating Officer
    Phone icon
  • Stylized image of a person
    S. S.
    Case Manager
    Phone icon
  • Stylized image of a person
    C. G.
    Investment Advisor
    Phone icon
  • Stylized image of a person
    S. O.
    Certified Financial Planner ™
    Phone icon
  • Stylized image of a person
    S. B.
    Business Operations Development
    Phone icon

Contact profiles from Anchor Bay Capital, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. L.
    Chief Operating Officer
    Phone icon
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    S. S.
    Case Manager
    Phone icon
    UNITED STATES
    Oct 10, 2024
  • Stylized image of a person
    C. G.
    Investment Advisor
    Phone icon
    United StatesHawaii
    Oct 21, 2024
  • Stylized image of a person
    S. O.
    Certified Financial Planner ™
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    S. B.
    Business Operations Development
    Phone icon
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is Anchor Bay Capital, Inc. known for?

Minus sign iconPlus sign icon
Anchor Bay Capital, Inc. was founded in 1992 operates in the Investment Management industry. The company's main headquarters is located in 5780 Fleet Street, Suite 308 Carlsbad, California 92008, US; you can contact the main corporate office by phone at . Explore Anchor Bay Capital, Inc.'s company overview page for more information.

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

Minus sign iconPlus sign icon
Anchor Bay Capital, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Anchor Bay Capital, Inc. email formats with LeadIQ.

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

Minus sign iconPlus sign icon
Anchor Bay Capital, Inc. has approximately 11 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Anchor Bay Capital, Inc.'s key employees and leadership?

Minus sign iconPlus sign icon

As of December 2025, Anchor Bay Capital, Inc.'s key employees include:

  • Chief Operating Officer: M. L.
  • Case Manager: S. S.
  • Investment Advisor: C. G.
  • Certified Financial Planner ™: S. O.
  • Business Operations Development: S. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.