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ANCORA ADVISORS LLC
ANCORA ADVISORS LLC
MAYFIELD HEIGHTS, Ohio
·
6 registered advisors
·
CRD# 124674
SEC# 801-61770
2
216-825-4000
01
Firm Overview
AUM
$4.3B
Regulatory assets under management
Employees
60
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: REVENUE SHARING WITH FRS, AND ON CREDIT AND CASH MGMT SOLUTIONS
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at ANCORA ADVISORS LLC
6 registered advisors
Denis James Amato
BEACHWOOD, Ohio
CRD# 2944739
Frederick David Disanto
MAYFIELD HEIGHTS, Ohio
CRD# 1467798
Jason P Geers
MAYFIELD HEIGHTS, Ohio
CRD# 3236753
John Pewters Micklitsch
MAYFIELD HEIGHTS, Ohio
CRD# 2454497
Richard Anthony Barone
BEACHWOOD, Ohio
CRD# 13213
Tricia Marie Cunningham
MAYFIELD HEIGHTS, Ohio
CRD# 7030665
05
Office Locations
MAYFIELD HEIGHTS, Ohio
4 advisors
BEACHWOOD, Ohio
2 advisors
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Data sourced from SEC Form ADV filings. ANCORA ADVISORS LLC (CRD# 124674) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.