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Brittney Jean Garrett

ANCORA FAMILY WEALTH ADVISORS, LLC·CLEVELAND, Ohio
Unclaimed Profile
6060 PARKLAND BOULEVARD, CLEVELAND, OH 44124CRD# 7488927Firm CRD# 124845
01

About

Brittney Jean Garrett is a registered financial advisor based in CLEVELAND, Ohio, affiliated with ANCORA FAMILY WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ANCORA FAMILY WEALTH ADVISORS, LLC
ANCORA FAMILY WEALTH ADVISORS, LLC
AUM
$2.7B
Regulatory assets under management
Employees
65
Total firm employees
View all advisors at ANCORA FAMILY WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
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# 7488927
Firm CRD# 124845
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brittney Jean Garrett offer?
Brittney Jean Garrett specializes in Financial Planning, Investment Management. Contact their office in CLEVELAND, Ohio for a consultation.
What are Brittney Jean Garrett's credentials?
Brittney Jean Garrett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brittney Jean Garrett located?
Brittney Jean Garrett is based in CLEVELAND, Ohio, working with ANCORA FAMILY WEALTH ADVISORS, LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does Brittney Jean Garrett charge for services?
Brittney Jean Garrett'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 FAMILY WEALTH ADVISORS, LLC?
ANCORA FAMILY WEALTH ADVISORS, LLC has approximately 65 employees and manages $2.7B 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)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)
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Research
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