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Denis James Amato

ANCORA ADVISORS LLC·BEACHWOOD, Ohio
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2000 AUBURN DRIVE, BEACHWOOD, OH 44122CRD# 2944739Firm CRD# 124674
01

About

Denis James Amato is a registered financial advisor based in BEACHWOOD, Ohio, affiliated with ANCORA ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
ANCORA ADVISORS LLC
ANCORA ADVISORS LLC
AUM
$4.3B
Regulatory assets under management
Employees
60
Total firm employees
View all advisors at ANCORA ADVISORS LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: REVENUE SHARING WITH FRS, AND ON CREDIT AND CASH MGMT SOLUTIONS
Regulatory
SEC/IARD CRD# 2944739
Firm CRD# 124674
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Denis James Amato offer?
Denis James Amato specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BEACHWOOD, Ohio for a consultation.
What are Denis James Amato's credentials?
Denis James Amato is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Denis James Amato located?
Denis James Amato is based in BEACHWOOD, Ohio, working with ANCORA ADVISORS LLC. Their office serves clients in the BEACHWOOD metropolitan area and surrounding communities.
How does Denis James Amato charge for services?
Denis James Amato's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: revenue sharing with frs, and on credit and cash mgmt solutions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ANCORA ADVISORS LLC?
ANCORA ADVISORS LLC has approximately 60 employees and manages $4.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)DUBLIN (93)AKRON (70)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
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