AdvisorOS Directory
Claim Profile
WK

William Michael Koenig

ANCORA RETIREMENT PLAN ADVISORS, LLC·CLEVELAND, Ohio
Unclaimed Profile
6060 PARKLAND, CLEVELAND, OH 44124CRD# 4297959Firm CRD# 31256
01

About

William Michael Koenig 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# 4297959
Firm CRD# 31256
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 William Michael Koenig offer?
William Michael Koenig specializes in Investment Management. Contact their office in CLEVELAND, Ohio for a consultation.
What are William Michael Koenig's credentials?
William Michael Koenig is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Michael Koenig located?
William Michael Koenig 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 William Michael Koenig charge for services?
William Michael Koenig'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.
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 LLCMitchell W Krahe — ELESSAR INVESTMENT MANAGEMENT, 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