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 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 Status	Approved
Firm CRD#	135296
SEC#	801-64338
Assets Managed by Firm	$1,171,606,070
No. of Clients	1922
No. of Advisors	17

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 Clients	AUM
Firm Total	1922	$1,171,606,070
Individuals (other than high net worth individuals)	524	$277,677,984
High net worth individuals	189	$821,748,432
Pension and profit sharing plans	15	$39,039,081
Charitable organizations	16	$18,451,601
Corporations or other businesses	12	$14,688,972

More Retirement Planning firms in Columbia, South Carolina:

Firm Name	Assets Under Management	Total Clients	Total Advisors
GREYSTAR INVESTMENT GROUP, LLC 465 Meeting Street, Suite 500 Charleston, SC, 29403	$28,309,013,200	61	510
APOLLON WEALTH MANAGEMENT, LLC 111 Coleman Blvd, Suite 402 Mount Pleasant, SC, 29464	$5,519,652,128	15301	167
PERMCAP INVESTMENT OFFICE 18 N. Adgers Wharf Charleston, SC, 29401	$4,462,882,442	42	16
SOUTHSTATE ADVISORY, INC. 520 Gervais St Columbia, SC, 29201	$3,417,068,970	420	20
PERFORMA LIMITED (US), LLC 1080 Morrison Drive, Suite 120 Charleston, SC, 29403	$3,375,104,696	114	16

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