AdvisorOS Directory
Claim Profile
RR

Richard Beck Renner

ANCORA FAMILY WEALTH ADVISORS, LLC·CLEVELAND, Ohio
Unclaimed Profile
6060 PARKLAND BOULEVARD, CLEVELAND, OH 44124CRD# 1553346Firm CRD# 124845
01

About

Richard Beck Renner 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# 1553346
Firm CRD# 124845
2 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CLEVELAND?

Browse all registered financial advisors in CLEVELAND, Ohio or claim this profile if it's yours.

Browse CLEVELAND AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Richard Beck Renner offer?
Richard Beck Renner specializes in Financial Planning, Investment Management. Contact their office in CLEVELAND, Ohio for a consultation.
What are Richard Beck Renner's credentials?
Richard Beck Renner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Beck Renner located?
Richard Beck Renner 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 Richard Beck Renner charge for services?
Richard Beck Renner'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CLEVELAND
Patricia Shrader — NDI MANAGEMENT COMPANY LLCWarren Grill — NDI MANAGEMENT COMPANY LLCLes Vinney — NDI MANAGEMENT COMPANY LLCLeonard Michael Cosentino — NDI MANAGEMENT COMPANY LLCGeoffrey B Thrope — NDI MANAGEMENT COMPANY LLC
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile