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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Alpha
- Established Date
- 02-14-2006
- Office Locations
- 1
Office Locations
About Anderson Griggs Investments
Anderson Griggs Investments is a Rock Hill, SC investment adviser providing investment management and financial planning for individuals and families, backed by 20+ years as a firm and over three decades of advisory experience. Portfolios emphasize active asset allocation across equities, ETFs, and U.S. government/agency bonds. The firm primarily custodies at Charles Schwab and maintains BBB accreditation.
Team overview
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Owner & Executives
JUSTIN THOMAS ANDERSON
President, Secretary, TREASURER, Vice President
- CRD
- #5084032
- Ownership
- 50% but less than 75%
KENDALL JAMES ANDERSON
Founder
- CRD
- #716035
- Ownership
- 25% but less than 50%
Signal delta
Zenith delta prime
- CRD
- #69779
- Ownership
- 40.5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $133,610,533 | $403,657 |
| Non-Discretionary | $0 | -- |
| Total | $133,610,533 | $403,657 |
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Separately Managed Accounts
Total SMA Asset: $133,610,533
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,570,065,097 | 27.2% |
| U.S. Government/Agency | $1,292,994,786 | 22.4% |
| Equity - Exchange | $1,114,053,543 | 19.3% |
| Cash | $1,795,184,726 | 31.1% |
| Total | $5,772,298,152 | 100.0% |