ANCORA FAMILY WEALTH ADVISORS, LLC - Financial Advisor in Ohio, Cleveland

Tel: 216-825-4000 6060 Parkland Boulevard Suite 200 Cleveland, Ohio 44124

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

Firm SEC#:

801-61942

Assets Under Management:

$2,708,839,827

No. of Clients:

3813

No. of Advisors:

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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