Overview
Assets Under Management: $4.3 billion
Headquarters: MAYFIELD HEIGHTS, OH
High-Net-Worth Clients: 156
Average Client Assets: $3 million
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