ANCORA FAMILY WEALTH ADVISORS, LLC

Tel: 216-825-4000

6060 Parkland Boulevard
Suite 200
Cleveland, Ohio 44124

Inquire with ANCORA FAMILY WEALTH ADVISORS, LLC

About 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

Firm CRD#:		124845
SEC#:		801-61942
Assets under Management:		$2,708,839,827
No. of Clients:		3813
No. of Advisors:		65
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 SOLUTIONS)

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