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ANCHOR INVESTMENT MANAGEMENT

3205 Devine Street
Columbia, South Carolina 29205
Tel: 803-790-6654

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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 1 offices throughout the country.

ANCHOR INVESTMENT MANAGEMENT is a Columbia, South Carolina based Financial Planning firm with nearly $1,171,606,070 assets under management, offering retirement planning & investment advisory services to 1922 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#135296
SEC#801-64338
Assets Managed by Firm$1,171,606,070
No. of Clients1922
No. of Advisors17

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other (RETIREMENT PLAN CONSULTING)

Firm Client Information

No. of ClientsAUM
Firm Total1922$1,171,606,070
Individuals (other than high net worth individuals)524$277,677,984
High net worth individuals189$821,748,432
Pension and profit sharing plans15$39,039,081
Charitable organizations16$18,451,601
Corporations or other businesses12$14,688,972

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