ANCORA RETIREMENT PLAN ADVISORS, LLC

CLEVELAND, Ohio·7 registered advisors·CRD# 31256
SEC# 801-674750216-593-5090
01

Firm Overview

AUM
$1.1B
Regulatory assets under management
Employees
42
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Subscription fees
Other: REVENUE SHARING WITH FRS, AND ON CREDIT AND CASH MGMT SOLUTIONS
03

Specialties

Investment Management
04

Advisors at ANCORA RETIREMENT PLAN ADVISORS, LLC

7 registered advisors
David William Kuhr
MAYFIELD HEIGHTS, Ohio
Howard Scott Essner
CLEVELAND, Ohio
Irene Renae Walters
CLEVELAND, Ohio
Jeremy Joseph Scacco
CLEVELAND, Ohio
Kevin Patrick Vaillancourt
CLEVELAND, Ohio
Peter Lawrence Mooney
MAYFIELD HEIGHTS, Ohio
William Michael Koenig
CLEVELAND, Ohio
05

Office Locations

CLEVELAND, Ohio
5 advisors
MAYFIELD HEIGHTS, Ohio
2 advisors

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Data sourced from SEC Form ADV filings. ANCORA RETIREMENT PLAN ADVISORS, LLC (CRD# 31256) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.