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Michael Enrico Santelli

INVERNESS INVESTMENT GROUP, LLC·CLEVELAND, Ohio
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ONE CHAGRIN HIGHLANDS,, CLEVELAND, OH 44122CRD# 2169582Firm CRD# 124845
01

About

Michael Enrico Santelli is a registered financial advisor based in CLEVELAND, Ohio, affiliated with INVERNESS INVESTMENT GROUP, 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# 2169582
Firm CRD# 124845
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Enrico Santelli offer?
Michael Enrico Santelli specializes in Financial Planning, Investment Management. Contact their office in CLEVELAND, Ohio for a consultation.
What are Michael Enrico Santelli's credentials?
Michael Enrico Santelli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Enrico Santelli located?
Michael Enrico Santelli is based in CLEVELAND, Ohio, working with INVERNESS INVESTMENT GROUP, LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does Michael Enrico Santelli charge for services?
Michael Enrico Santelli'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 INVERNESS INVESTMENT GROUP, LLC?
INVERNESS INVESTMENT GROUP, 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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