Douglas Anderson, III

Overview

Douglas Anderson, III operates as a sole proprietorship, engaging primarily in portfolio management for both individuals and small businesses, as well as for larger institutions. The firm is involved in real estate brokerage and accounting, reflecting a diverse skill set that allows for a multifaceted approach to wealth management. While the firm does not actively pursue ESG investments, it has carved out a niche in managing real estate assets, which may appeal to clients interested in property investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices