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Investment Management L.L.C. competitors & alternatives
The 12 closest competitors and alternatives to Investment Management L.L.C. among financial services companies — ranked by similarity to what Investment Management L.L.C. actually does, not by market-cap band.
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About Investment Management L.L.C.
Anchor Investment Management is a registered investment adviser based in Columbia, South Carolina, that provides wealth management and investment advisory services. The firm offers comprehensive financial planning, customized investment management, employee retirement plans, insurance analysis, and retirement planning solutions for individuals and organizations.
Investment Management L.L.C. at a glance
Investment Management L.L.C. is a financial services company. Xcout tracks 21 named people at Investment Management L.L.C., including Birgit “Sam” Lumpkin (Chief Operating Officer).
Investment Management L.L.C. leadership
- Birgit “Sam” LumpkinChief Operating Officer
- Laura CullerChief Financial Officer
- Decoy PenderChief Barking Officer
- Gerry WardFounder
- W. Patrick Dorn, Jr.Founder
- Joy WatkinsPrincipal & Director of Financial Planning
15 more named people on record for Investment Management L.L.C., with roles, board committees and tenure — see the full roster →
Top 12 Investment Management L.L.C. competitors
Ranked by semantic similarity — how close each company is to Investment Management L.L.C. by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar financial services company
Anchor Capital Advisors provides investment management and financial advisory services. The firm serves institutional clients such as retirement plans and non-profits, financial intermediaries managing managed accounts, and private clients including individuals and families.
Similar financial services company
Palmetto Investment Consultants is a financial advisory firm based in Rock Hill, South Carolina, that provides personalized investment, retirement, estate, insurance, and tax planning services to individual clients. The firm develops, implements, and monitors tailored financial and lifestyle strategies to help clients pursue their monetary goals.
Similar financial services company
Ascension Investment Management (AIM) is a mission-driven, SEC-registered investment advisor headquartered in Saint Louis, Missouri. The firm primarily provides asset management and financial services to faith-based organizations and institutional clients.
Similar financial services company
Horter Investment is a registered investment advisory firm that provides wealth management and retirement planning services to individual clients. The company offers customized portfolio management utilizing stocks, bonds, mutual funds, tactical investing strategies, and self-directed 401(k) accounts to align with clients' financial goals and risk tolerance.
Similar financial services company
Ivy Financial Development provides comprehensive investment management, financial planning, and wealth advisory services. The company serves individuals, families, and businesses by offering solutions in retirement planning, annuities, insurance, and education accounts.
Similar financial services company
Patriot Investment Group, LLC is a fee-only financial planning and investment management firm based in Knoxville, Tennessee. The company provides personalized financial planning, investment strategies, institutional services, and foundation management to individuals and organizations.
Similar financial services company
Ascension Capital is an independent investment advisory firm based in Houston, Texas, that provides investment management, comprehensive financial planning, and corporate retirement plan services to high-net-worth families and businesses. Operating as a fiduciary, the firm offers customized portfolio management, estate and tax planning, asset protection, and 401(k) plan administration for small- to mid-size businesses.
Similar financial services company
Oxford Investment Group is a fiduciary financial advisory and wealth management firm based in Raleigh, North Carolina. It provides services including investment management, retirement income planning, business owner financial planning, and estate and gift legacy planning to individuals, families, and business owners.
Similar financial services company
DS Investment Partners is a fee-only registered investment advisor based in Grand Rapids, Michigan, providing comprehensive financial planning and investment management services. Operating as a fiduciary, the firm serves individual clients, corporate organizations, and retirement plan sponsors by offering tailored, independent financial counsel.
Similar financial services company
TriCapital Wealth Management is a financial planning and wealth management firm headquartered in Charlotte, North Carolina. The company provides personalized financial services and investment advisory solutions to clients.
Similar financial services company
Sage Hill Capital is an independent, SEC-registered investment advisor based in Ann Arbor, Michigan, that provides comprehensive investment advice and custom portfolio management services. Operating as a fee-only fiduciary, the firm serves individual clients by designing personalized investment strategies based on risk tolerance and financial goals.
Similar financial services company
Ashwood Financial Partners is an independent, fiduciary financial advisory firm based in Richmond, Virginia, serving families, businesses, and nonprofits. The company provides wealth management, financial planning, tax-aware strategies, retirement plan advisory services, risk management, and estate education planning.
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