Overview
Assets Under Management: $2.7 billion
Headquarters: CLEVELAND, OH
High-Net-Worth Clients: 3,987
Average Client Assets: $763,877
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