W
Dorn

Anchor Investment Management

CRD#4952860
Investment Advisor
in Columbia, SC

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About this Advisor

W Dorn is a financial advisor based in Columbia, South Carolina, working with Anchor Investment Management. W Dorn has previously held a position at Anchor Investment Management, LLC and is registered to provide services in South Carolina. Currently, W Dorn is part of Anchor Investment Management, which operates out of Columbia, South Carolina. The firm has 1 office and 18 employees. The firm manages assets totaling $1.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Anchor Investment Management includes asset-based and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3205 Devine Street
Columbia, SC 29205

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Anchor Investment Management Brokerage Details

Total Assets Under Management

$1,171,606,070

SC Average: $646,059,043
Total Number of Employees

18

SC Average: 13
Total Number of Accounts

1,922

SC Average: 661
Average Account Size

$609,577

SC Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

W Dorn Work History

2000 - Present (24 years)

Anchor Investment Management, LLC

Disclosures

Please visit the SEC profile of W Dorn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Anchor Investment Management

Wade Ward
Columbia, SC
Greg Dunston
Columbia, SC
Charles Williams
Columbia, SC
Joy Watkins
Columbia, SC
John Moorman
Columbia, SC
W Dorn
Columbia, SC
James Blackwelder
Columbia, SC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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