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ANCHOR INVESTMENT MANAGEMENT
3205 Devine Street
Columbia, South Carolina 29205
Tel: 803-790-6654
About ANCHOR INVESTMENT MANAGEMENT
ANCHOR INVESTMENT MANAGEMENT, formally registered with the SEC as ANCHOR INVESTMENT MANAGEMENT. The firm was established in 05/23/2005. They have over 2 offices throughout the country.
ANCHOR INVESTMENT MANAGEMENT is a Columbia, South Carolina based Financial Planning firm with nearly $935,530,524 assets under management, offering retirement planning & investment advisory services to 1857 clients. The firm is staffed with 18 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 135296 |
| SEC# | 801-64338 |
| Assets Managed by Firm | $935,530,524 |
| No. of Clients | 1857 |
| No. of Advisors | 18 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1857 | $935,530,524 |
| Individuals (other than high net worth individuals) | 421 | $156,748,129 |
| High net worth individuals | 203 | $680,253,864 |
| Pension and profit sharing plans | 15 | $70,716,618 |
| Charitable organizations | 11 | $12,377,861 |
| Corporations or other businesses | 5 | $15,434,052 |
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