Ancora Family Wealth Advisors, LLC
Ancora Family Wealth Advisors, LLC (CRD# 124845) is a financial advisory firm headquartered in Cleveland, OH. They manage $2,708,839,827 in 3,813 accounts and serve the financial needs of clients across 19 states (or territories).
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Total Assets Under Management2,709MILLION
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Total Number of Accounts3,813ACCOUNTS
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Average Account Value$710,422
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, CT, FL, IL, IN, MA, MI, MN, NC, NH, NJ, NY, OH, PA, SC, TX, WI
Andrew Baszuk (CRD# 4656951) is an Investment Advisor Representative working at Ancora Family Wealth Advisors, LLC in Cleveland, OH and has over 20 years of experience in the finance industry.
Gregory Hopkins (CRD# 6736835) is an Investment Advisor Representative working at Ancora Family Wealth Advisors, LLC in Cleveland, OH and has over 7 years of experience in the finance industry.
Thomas Kennedy (CRD# 2779028) is an Investment Advisor Representative working at Ancora Family Wealth Advisors, LLC in Cleveland, OH and has over 27 years of experience in the finance industry.
Paul McCormack (CRD# 1873256) is an Investment Advisor Representative working at Ancora Family Wealth Advisors, LLC in Cleveland, OH and has over 22 years of experience in the finance industry.
Richard Renner (CRD# 1553346) is an Investment Advisor Representative working at Ancora Family Wealth Advisors, LLC in Cleveland, OH and has over 37 years of experience in the finance industry.
Robert Renner (CRD# 4680886) is an Investment Advisor Representative working at Ancora Inverness, LLC in Cleveland, OH and has 13 year of experience in the finance industry.
Michael Santelli (CRD# 2169582) is an Investment Advisor Representative working at Ancora Family Wealth Advisors, LLC in Cleveland, OH and has over 32 years of experience in the finance industry.
Jeffrey Van Fossen (CRD# 4557087) is an Investment Advisor Representative working at Ancora Family Wealth Advisors, LLC in Cleveland, OH and has 1 year of experience in the finance industry.
Ashley Benton-Cooper (CRD# 4977623) is an Investment Advisor Representative working at Ancora Family Wealth Advisors, LLC in Cleveland, OH and has 1 year of experience in the finance industry.