Anchored Financial Planning LLC
Anchored Financial Planning LLC is an SEC-registered mass-market adviser in West Deptford, NJ with $182.9M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Anchored Financial Planning LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 336537, SEC 801-134476, data through 2026-02-02.
- AUM (assets under management / regulatory AUM)
- $182.9M (2026-02-02)
- Firm type
- Mass-Market Adviser
- Location
- West Deptford, NJ
- Employees
- 5
- Clients
- 500
- CRD
- 336537
- Ownership
- Stahler, Robert, John; ANGIOLLILO, VALERIE, ANNE; STAHLER, ALYSON, MCKAY
How much AUM does Anchored Financial Planning LLC have?
Anchored Financial Planning LLC reported $182.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-02).
Who owns Anchored Financial Planning LLC?
Disclosed owners and executives of Anchored Financial Planning LLC include Stahler, Robert, John, ANGIOLLILO, VALERIE, ANNE, STAHLER, ALYSON, MCKAY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.