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Anderson Griggs Portfolio Management

113 E. Main Street, Suite 310
Rock Hill, South Carolina 29730
United States
 
Contact :      Justin Anderson
Phone :       803-324-5044
Fax :             803-324-5146
Email :         justin@andersongriggs.com
Web :           http://www.andersongriggs.com

Anderson Griggs Portfolio Management Information

Type of organization : S Corporation
Total Assets Managed ($Mil) : $35
Tax-Exempt Managed ($Mil) : $18
Taxable Assets Managed ($Mil) : $18
Year Founded : 1996
Wrap Programs Offered? : No
# of Accounts Managed : 191
In-House Research : 90 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Anderson Griggs Portfolio Management History

On March 19, 2008 Kendall J. Anderson become the sole shareholder of Anderson Griggs & Company, Inc., d/b/a Anderson Griggs Portfolio Management. The company purchased the outstanding shares of the company not owned by Mr. Anderson. With the consent of clients, certain accounts were transferred to a selling shareholder. Kendall J. Anderson, CFA, Chief Investment Officer, and Portfolio Manager for all managed objectives stated, "this action was absolutly necessary to move the company forward from years of minimal growth. Our firm has helped people create wealth through conservative and consistent growth of capital for many years and needed to have a change in direction to let others know our capabilities."

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
137
$30.7
 
Limited Partnership :
0
$0.0
 
Foundations :
2
$0.3
ERISA :
4
$4.0
Unions, Taft-Hartley :
0
$0.0
Public :
0
$0.0
Others :
0
$0.0
Total # of Professional : 2 Analysts : 1
Portfolio Managers : 1 Traders : 0
Client Service : 0 Operation : 0

Anderson Griggs Portfolio Management Personnel

Mr.  Kendall Anderson

Portfolio Manager
Tel : 803-324-5044
Email: kendall@andersongriggs.com
Kendall J. Anderson (06/05/53) Chief Executive Officer Education: Received a BS degree in Business with a minor in Economics from Arkansas Tech University in 1979 where he graduated with honors. Mr. Anderson earned the right to use the Chartered Financial Analyst designation in 1993. Mr. Anderson's "common sense" approach to portfolio management has been recognized for both its long-term performance as well as interpretation of events and the impact on portfolio returns through his comments which can be viewed at www.andersongriggs.com

Mr.  Justin Anderson

Portfolio Manager
Tel : 803-324-5044
Email: justin@andersongriggs.com

Anderson Griggs Portfolio Management Product Name

Focused Growth:Privately Managed Accounts
Capital Markets Growth:Privately Managed Accounts
Focused Balanced:Privately Managed Accounts
Capital Markets Balanced:Privately Managed Accounts
Report Created: July,17 2018.  Copyright Money Manager Review , All rights Reserved.
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