ANCHOR INVESTMENT MANAGEMENT, LLC

ANCHOR INVESTMENT MANAGEMENT
COLUMBIA, South Carolina·4 registered advisors·CRD# 135296
SEC# 801-643381803-790-6654
01

Firm Overview

AUM
$1.2B
Regulatory assets under management
Employees
18
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ANCHOR INVESTMENT MANAGEMENT, LLC

4 registered advisors
Gary Gordon Dannelly
COLUMBIA, South Carolina
John Heslep Moorman
COLUMBIA, South Carolina
Joy Jones Watkins
COLUMBIA, South Carolina
CFPChFC
W Patrick Dorn
COLUMBIA, South Carolina
05

Office Locations

COLUMBIA, South Carolina
4 advisors

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Data sourced from SEC Form ADV filings. ANCHOR INVESTMENT MANAGEMENT, LLC (CRD# 135296) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.