Overview
Assets Under Management: $4.3 billion
Headquarters: MAYFIELD HEIGHTS, OH
High-Net-Worth Clients: 156
Average Client Assets: $3 million
Frequently Asked Questions
ANCORA ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #124674), ANCORA ADVISORS LLC is subject to fiduciary duty under federal law.
ANCORA ADVISORS LLC is headquartered in MAYFIELD HEIGHTS, OH.
ANCORA ADVISORS LLC serves 156 high-net-worth clients according to their SEC filing dated December 06, 2024. View client details ↓
According to their SEC Form ADV, ANCORA ADVISORS LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
ANCORA ADVISORS LLC manages $4.3 billion in client assets according to their SEC filing dated December 06, 2024.
According to their SEC Form ADV, ANCORA ADVISORS LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 156
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 8.91
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 324
Discretionary Accounts: 16
Non-Discretionary Accounts: 308
Regulatory Filings
CRD Number: 124674
Last Filing Date: 2024-12-06 00:00:00
Website: https://ancora.net