Mark James Bloomlee
Investment adviser representative at Anchor Capital
10 yearsExperience
1 stateRegistered in
$191.2MFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Anchor CapitalNov 2025 to now
- Anchor Capital Management GroupJan 2016 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
Anchor Capital
Legal name: Anchor Capital Management Group, Inc.
$191.2MAssets managed
26Clients
2Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6497147
- Firm CRD
- 123543