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W Patrick Dorn

ANCHOR INVESTMENT MANAGEMENT, LLC·COLUMBIA, South Carolina
Unclaimed Profile
3205 DEVINE STREET, COLUMBIA, SC 29205CRD# 4952860Firm CRD# 135296
01

About

W Patrick Dorn is a registered financial advisor based in COLUMBIA, South Carolina, affiliated with ANCHOR INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ANCHOR INVESTMENT MANAGEMENT, LLC
ANCHOR INVESTMENT MANAGEMENT
AUM
$1.2B
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at ANCHOR INVESTMENT MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4952860
Firm CRD# 135296
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does W Patrick Dorn offer?
W Patrick Dorn specializes in Financial Planning, Investment Management. Contact their office in COLUMBIA, South Carolina for a consultation.
What are W Patrick Dorn's credentials?
W Patrick Dorn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is W Patrick Dorn located?
W Patrick Dorn is based in COLUMBIA, South Carolina, working with ANCHOR INVESTMENT MANAGEMENT, LLC. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.
How does W Patrick Dorn charge for services?
W Patrick Dorn's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ANCHOR INVESTMENT MANAGEMENT, LLC?
ANCHOR INVESTMENT MANAGEMENT, LLC has approximately 18 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in COLUMBIA
Jeb Stuart Zoller — DAVINCI FINANCIAL DESIGNS LLCCheryl Rene Holland — ABACUS PLANNING GROUP, INC.Charles Warren Hammer — ABACUS PLANNING GROUP, INC.Fowler William Cary — CCM INVESTMENT ADVISERS, LLCJoy Jones Watkins — ANCHOR INVESTMENT MANAGEMENT, LLC
Nearby cities in South Carolina
GREENVILLE (113)CHARLESTON (112)FORT MILL (31)MOUNT PLEASANT (28)FLORENCE (24)
City Guides
GREENVILLE GuideCHARLESTON GuideFORT MILL GuideMOUNT PLEASANT GuideFLORENCE Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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