ANCORA FAMILY WEALTH ADVISORS, LLC

CLEVELAND, Ohio·6 registered advisors·CRD# 124845
SEC# 801-619422216-825-4000
01

Firm Overview

AUM
$2.7B
Regulatory assets under management
Employees
65
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: REVENUE SHARING WITH FRS, AND ON CREDIT AND CASH MGMT SOLUTIONS
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ANCORA FAMILY WEALTH ADVISORS, LLC

6 registered advisors
Brittney Jean Garrett
CLEVELAND, Ohio
Jeffrey Charles Van Fossen
CLEVELAND, Ohio
John Gregory Bartels
CLEVELAND, Ohio
Michael Enrico Santelli
CLEVELAND, Ohio
Richard Beck Renner
CLEVELAND, Ohio
Robert Reeve Renner
CLEVELAND, Ohio
05

Office Locations

CLEVELAND, Ohio
6 advisors

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Data sourced from SEC Form ADV filings. ANCORA FAMILY WEALTH ADVISORS, LLC (CRD# 124845) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.