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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 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 |
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