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Anchor Bay Capital, Inc. Employee Directory

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.

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

Anchor Bay Capital, Inc. Global Highlights

Location
Employees

North America
25

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  • United States Of America
    25

Anchor Bay Capital, Inc.'s Leadership

  • Client Services Manager at Anchor Bay Capital, Inc.
    M. E.
    Client Services Manager
    Mobile Phone
  • Certified Financial Planner ™ at Anchor Bay Capital, Inc.
    S. O.
    Certified Financial Planner ™
    Mobile Phone

Anchor Bay Capital, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Sales
  • Accounting
  • Administrative
  • Other

Contact profiles from Anchor Bay Capital, Inc.

Name
Title
Contact
Location
Last Update
  • Client Services Manager at Anchor Bay Capital, Inc.
    M. E.
    Client Services Manager
    Mobile Phone
    Oct 22, 2024
  • Certified Financial Planner ™ at Anchor Bay Capital, Inc.
    S. O.
    Certified Financial Planner ™
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Anchor Bay Capital, Inc. known for?

Minus sign iconPlus sign iconAnchor Bay Capital, Inc. was founded in 1992 and operates in the Investment Management industry. You can contact Anchor Bay Capital, Inc.'s main corporate office by phone at
+1-760-602-****
. 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 iconAnchor Bay Capital, Inc. employees' email format typically follows the pattern of First@anchorbaycapital.com. 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 iconAnchor Bay Capital, Inc. has approximately 11 employees as of August 2026. These team members are located across 1 continents, including North America.

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

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As of August 2026, Anchor Bay Capital, Inc.'s key employees include:

  • Client Services Manager: M. E.
  • Certified Financial Planner ™: S. O.

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