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| Anchor Investment Management LLC
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|
|---|---|
| CRD # | 135296 |
| SEC # | 801-64338 |
| CIK # | |
| AUM | $935.5 MM (2023-03-29) |
| Employees | 18 (50% Investors, 6% Brokers) |
| Phone | 803-790-6654 |
| Address | 3205 Devine Street Columbia, SC 29205 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 421 | 156.7 |
| (b) Individuals (high net worth individuals) | 203 | 680.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 70.7 |
| (h) Charitable organizations | 11 | 12.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 15.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,857 | 935.5 |
| By Discretionary | ||
| Discretionary | 1,829 | 852.2 |
| Non-Discretionary | 28 | 83.3 |
| Total | 1,857 | 935.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 935.5 | |
| Total | 1,857 | 935.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
New Era Financial Advisors Inc
✚
|
MN | 1.0 |
|
Galilei Investment Office LLP
✚
|
1.0 | |
|
Class VI Family Office LLC
✚
|
CO | 1.0 |
|
George McKelvey Co LLC
✚
|
NJ | 1.0 |
|
Estate Counselors LLC
✚
|
WI | 0.9 |
|
LGT Wealth Management US Limited
✚
|
0.9 | |
|
The Nemes Rush Group LLC
✚
|
MI | 0.9 |
|
Ten Capital Wealth Advisors LLC
✚
|
WA | 0.9 |
|
Blackhill Capital Inc
✚
|
NJ | 0.9 |
|
Enclave Advisors LLC
✚
|
TX | 0.9 |