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Irene Renae Walters

ANCORA RETIREMENT PLAN ADVISORS, LLC·CLEVELAND, Ohio
Unclaimed Profile
6060 PARKLAND, CLEVELAND, OH 44124CRD# 4833663Firm CRD# 31256
01

About

Irene Renae Walters is a registered financial advisor based in CLEVELAND, Ohio, affiliated with ANCORA RETIREMENT PLAN ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
ANCORA RETIREMENT PLAN ADVISORS, LLC
ANCORA RETIREMENT PLAN ADVISORS, LLC
AUM
$1.1B
Regulatory assets under management
Employees
42
Total firm employees
View all advisors at ANCORA RETIREMENT PLAN ADVISORS, LLC →
Services
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: REVENUE SHARING WITH FRS, AND ON CREDIT AND CASH MGMT SOLUTIONS
Regulatory
SEC/IARD CRD# 4833663
Firm CRD# 31256
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Irene Renae Walters offer?
Irene Renae Walters specializes in Investment Management. Contact their office in CLEVELAND, Ohio for a consultation.
What are Irene Renae Walters's credentials?
Irene Renae Walters is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Irene Renae Walters located?
Irene Renae Walters is based in CLEVELAND, Ohio, working with ANCORA RETIREMENT PLAN ADVISORS, LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does Irene Renae Walters charge for services?
Irene Renae Walters's firm is compensated through percentage of aum, subscription 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 RETIREMENT PLAN ADVISORS, LLC?
ANCORA RETIREMENT PLAN ADVISORS, LLC has approximately 42 employees and manages $1.1B 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)
City Guides
CINCINNATI GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
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