ANCHOR FINANCIAL GROUP

Overview

Anchor Financial Group is an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on serving individuals and families, offering financial planning and portfolio management for individual investors and small businesses. Its fee arrangements include a percentage-of-AUM component as well as hourly and fixed-fee billing options. Anchor does not identify as an active ESG investor, does not operate as a multi-state adviser, and is not positioned as a pension consultant or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices