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).

By the Numbers
  • Total Assets Under Management
    2,709
    MILLION
  • Total Number of Accounts
    3,813
    ACCOUNTS
  • Average Account Value
    $710,422
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, IL, IN, MA, MI, MN, NC, NH, NJ, NY, OH, PA, SC, TX, WI

Financial Advisors at Ancora Family Wealth Advisors, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Andrew N. Baszuk
CRD#: 4656951
6060 Parkland Boulevard, Suite 200, Cleveland, OH 44124

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.

2
Gregory W. Hopkins
CRD#: 6736835
6060 Parkland Boulevard, Suite 200, Cleveland, OH 44124

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.

3
Thomas J. Kennedy
CRD#: 2779028
6060 Parkland Boulevard, Suite 200, Cleveland, OH 44124

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.

4
Paul T. McCormack
CRD#: 1873256
6060 Parkland Boulevard, Suite 200, Cleveland, OH 44124

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.

5
Richard B. Renner
CRD#: 1553346
6060 Parkland Blvd, Suite 200, Cleveland, OH 44124

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.

6
Robert R. Renner
CRD#: 4680886
6060 Parkland Boulevard, Suite 200, Cleveland, OH 44124

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.

7
Michael E. Santelli
CRD#: 2169582
6060 Parkland Boulevard, Suite 200, Cleveland, OH 44124

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.

8
Jeffrey C. Van Fossen
CRD#: 4557087
6060 Parkland Boulevard, Suite 200, Cleveland, OH 44124

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.

9
Ashley Benton-Cooper
CRD#: 4977623
6060 Parkland Boulevard, Suite 200, Cleveland, OH 44124

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.

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