ANCORA RETIREMENT PLAN ADVISORS, LLC - Financial Advisor in Ohio, Cleveland

Tel: 216-593-5090 6060 Parkland Suite 200 Cleveland, Ohio 44124

About ANCORA RETIREMENT PLAN ADVISORS, LLC

ANCORA RETIREMENT PLAN ADVISORS, LLC is a Cleveland, Ohio based financial advisory firm with nearly $1,056,233,620 in assets under management and provides investment advisory services for 149 clients. There are currently 42 financial advisors at the firm.

General Information

Firm CRD#:

31256

Firm SEC#:

801-67475

Assets Under Management:

$1,056,233,620

No. of Clients:

149

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses, Other (INSURANCE & CREDIT AND CASH MANAGEMENT SOLUTIONS)

Fee Structure:

A percentage of AUM, Fixed fees, Other (REVENUE SHARING WITH FRS, AND ON CREDIT AND CASH MGMT SOLUTIONS)

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