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ANCORA ADVISORS LLC
MAYFIELD HEIGHTS, OH
216-825-4000
SEC #801-61770Total AUM
$4.6B
Employees
46Clients
307Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6060 PARKLAND BOULEVARD
SUITE 200
MAYFIELD HEIGHTS
OH 44124
United States
SUITE 200
MAYFIELD HEIGHTS
OH 44124
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
216-825-4000
Other Offices
1
Financials
Total AUM
$4.6B
Accounts
307Discretionary
$2.7B
Accounts
291Non-Discretionary
$2B
Accounts
16
Clients
HNW Individual Clients
148AUM
$401.4M
Investment Company Clients
13AUM
$659.1M
Pooled Vehicle Clients
4AUM
$330.3M
Pension/Profit Sharing Plan Clients
27AUM
$157.2M
Charitable Organization Clients
37AUM
$318.6M
Government Entity Clients
23AUM
$318.2M
Insurance Company Clients
3AUM
$58.5M
Corporation or Business Clients
52AUM
$2.4B
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
INSURANCE & CREDIT AND CASH MANAGEMENT SOLUTIONS
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
REVENUE SHARING WITH FRS, AND ON CREDIT AND CASH MGMT SOLUTIONS
Compliance
Disclosures
SEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
DEFLMIOHTX
Affiliates
Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.