Overview
Assets Under Management: $2.7 billion
Headquarters: CLEVELAND, OH
High-Net-Worth Clients: 3,987
Average Client Assets: $763,877
Frequently Asked Questions
ANCORA FAMILY WEALTH 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 #124845), ANCORA FAMILY WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
ANCORA FAMILY WEALTH ADVISORS, LLC is headquartered in CLEVELAND, OH.
ANCORA FAMILY WEALTH ADVISORS, LLC serves 3,987 high-net-worth clients according to their SEC filing dated December 06, 2024. View client details ↓
According to their SEC Form ADV, ANCORA FAMILY WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
ANCORA FAMILY WEALTH ADVISORS, LLC manages $2.7 billion in client assets according to their SEC filing dated December 06, 2024.
According to their SEC Form ADV, ANCORA FAMILY WEALTH ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 3,987
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.78
Average High-Net-Worth Client Assets: $763,877
Total Client Accounts: 3,813
Discretionary Accounts: 3,811
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 124845
Last Filing Date: 2024-12-06 00:00:00
Website: https://ancora.net