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Building 2ANCHOR INVESTMENT MANAGEMENT

Map pinCOLUMBIA, SC
Phone803-790-6654
NotebookSEC #801-64338
Total AUM
$1.5B
Employees
17
Clients
821

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3205 DEVINE STREET
COLUMBIA
SC 29205
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
803-790-6654

ReceiptFinancials

Total AUM
$1.5B
Accounts
2,159
Discretionary
$1.5B
Accounts
2,154
Non-Discretionary
$8.5M
Accounts
5

ContactClients

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Individual Clients
524
AUM
$280M
HNW Individual Clients
239
AUM
$1.1B
Pension/Profit Sharing Plan Clients
16
AUM
$61.4M
Charitable Organization Clients
15
AUM
$22M
Corporation or Business Clients
16
AUM
$41.3M
Other Clients
11
AUM
$17.6M
Description of Other Clients
COLONIAL TRUST ACCOUNTS & SPECIAL NEEDS TRUSTS

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
RETIREMENT PLAN CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGALANCNENHSCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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