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ANCORA PRIVATE WEALTH ADVISORS, LLC
CLEVELAND, OH
216-825-4000
SEC #801-61942Total AUM
$3.9B
Employees
53Clients
4,509Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6060 PARKLAND BOULEVARD
SUITE 200
CLEVELAND
OH 44124
United States
SUITE 200
CLEVELAND
OH 44124
United States
Operating Hours
8-6 PM
Monday - Friday
Monday - Friday
Phone
216-825-4000
Other Offices
1
Financials
Total AUM
$3.9B
Accounts
4,509Discretionary
$3.8B
Accounts
4,436Non-Discretionary
$122.9M
Accounts
73
Clients
HNW Individual Clients
4,414AUM
$3.7B
Pension/Profit Sharing Plan Clients
27AUM
$45.7M
Charitable Organization Clients
28AUM
$28.9M
Corporation or Business Clients
40AUM
$130.3M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
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
AZCACOCTFLILINMAMIMNNCNHNJNYOHPASCTXWI
Affiliates
Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.