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ANCORA FAMILY WEALTH ADVISORS, LLC
Tel: 216-825-4000
6060 Parkland Boulevard Suite 200
Cleveland, Ohio 44124
ANCORA FAMILY WEALTH ADVISORS, LLC
ANCORA FAMILY WEALTH ADVISORS, LLC is a Cleveland, Ohio based financial advisory firm with nearly $2,708,839,827 in assets under management and provides investment advisory services for 3813 clients. There are currently 65 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors , Other (INSURANCE & CREDIT AND CASH MANAGEMENT SOLUTIONS)
Fee Structure:
A percentage of AUM, Fixed fees, Performance Based, Other (REVENUE SHARING WITH FRS, AND ON CREDIT AND CASH MGMT SOLUTION
Firm CRD#:
124845
SEC#:
801-61942
No. of Clients:
3813
Assets under Management
$2,708,839,827
No. of Advisors:
65
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