Ancora Advisors LLC

Ancora Advisors LLC (CRD# 124674) is a financial advisory firm headquartered in Mayfield Heights, OH. They manage $3,692,958,386 in 309 accounts and serve the financial needs of clients across 21 states (or territories).

Current Firm Details
6060 Parkland Boulevard, Suite 200, Mayfield Heights, OH 44124
http://www.ancora.net/
By the Numbers
  • Total Assets Under Management
    3,693
    MILLION
  • Total Number of Accounts
    309
    ACCOUNTS
  • Average Account Value
    $11,951,322
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, GA, IL, IN, KS, MA, ME, MI, MO, NE, NJ, NY, OH, PA, TN, UT, VA, WA

Financial Advisors at Ancora Advisors LLC
Showing 1 - 10 of 14 top financial advisors.
1
James Bernard, financial advisor Mayfield Heights OH
James M. Bernard
CRD#: 2433970
6060 Parkland Boulevard, Suite 200, Mayfield Heights, OH 44124
96
Wealthminder
score

James Bernard (CRD# 2433970) is an Investment Advisor Representative working at Ancora Advisors LLC in Mayfield Heights, OH and has over 24 years of experience in the finance industry.

2
Daniel Thelen, financial advisor Mayfield Heights OH
Daniel G. Thelen
CRD#: 4402923
6060 Parkland Boulevard, Suite 200, Mayfield Heights, OH 44124
96
Wealthminder
score

Daniel Thelen (CRD# 4402923) is an Investment Advisor Representative working at Ancora Advisors LLC in Mayfield Heights, OH and has over 15 years of experience in the finance industry.

3
Denis Amato, financial advisor Mayfield Heights OH
Denis J. Amato
CRD#: 2944739
6060 Parkland Boulevard, Suite 200, Mayfield Heights, OH 44124
93
Wealthminder
score

Denis Amato (CRD# 2944739) is an Investment Advisor Representative working at Ancora Advisors LLC in Mayfield Heights, OH and has over 16 years of experience in the finance industry.

4
Frederick Disanto, financial advisor Mayfield Heights OH
Frederick D. Disanto
CRD#: 1467798
6060 Parkland Boulevard, Suite 200, Mayfield Heights, OH 44124
93
Wealthminder
score

Frederick Disanto (CRD# 1467798) is an Investment Advisor Representative working at Ancora Advisors LLC in Mayfield Heights, OH and has over 31 years of experience in the finance industry.

5
Daniel Hyland, financial advisor Mayfield Heights OH
Daniel J. Hyland
CRD#: 2222295
6060 Parkland Boulevard, Suite 200, Mayfield Heights, OH 44124
93
Wealthminder
score

Daniel Hyland (CRD# 2222295) is an Investment Advisor Representative working at Ancora Advisors LLC in Mayfield Heights, OH and has over 25 years of experience in the finance industry.

6
Larry Joseph, financial advisor Mayfield Heights OH
Larry G. Joseph
CRD#: 1351442
6060 Parkland Boulevard, Suite 200, Mayfield Heights, OH 44124
93
Wealthminder
score

Larry Joseph (CRD# 1351442) is an Investment Advisor Representative working at Ancora Advisors LLC in Mayfield Heights, OH and has over 30 years of experience in the finance industry.

7
John Kane, financial advisor Mayfield Heights OH
John P. Kane
CRD#: 5032086
6060 Parkland Boulevard, Suite 200, Mayfield Heights, OH 44124
93
Wealthminder
score

John Kane (CRD# 5032086) is an Investment Advisor Representative working at Ancora Advisors LLC in Mayfield Heights, OH and has over 12 years of experience in the finance industry.

8
John Micklitsch, financial advisor Mayfield Heights OH
John P. Micklitsch
CRD#: 2454497
6060 Parkland Boulevard, Suite 200, Mayfield Heights, OH 44124
93
Wealthminder
score

John Micklitsch (CRD# 2454497) is an Investment Advisor Representative working at Ancora Advisors LLC in Mayfield Heights, OH and has over 24 years of experience in the finance industry.

9
James Raimondo, financial advisor Mayfield Heights OH
James G. Raimondo
CRD#: 1854591
6060 Parkland Boulevard, Suite 200, Mayfield Heights, OH 44124
93
Wealthminder
score

James Raimondo (CRD# 1854591) is an Investment Advisor Representative working at Ancora Advisors LLC in Mayfield Heights, OH and has over 16 years of experience in the finance industry.

10
Steven Varrone, financial advisor Mayfield Heights OH
Steven J. Varrone
CRD#: 1050044
6060 Parkland Boulevard, Suite 200, Mayfield Heights, OH 44124
93
Wealthminder
score

Steven Varrone (CRD# 1050044) is an Investment Advisor Representative working at Ancora Advisors LLC in Mayfield Heights, OH and has over 23 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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