Ancora Inverness, LLC

Ancora Inverness, LLC (CRD# 124845) is a financial advisory firm headquartered in Cleveland, OH. They manage $437,595,372 in 331 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    438
    MILLION
  • Total Number of Accounts
    331
    ACCOUNTS
  • Average Account Value
    $1,322,040
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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)
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.

FL, IL, NY, OH, PA

Financial Advisors at Ancora Inverness, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Robert R. Renner
CRD#: 4680886
6060 Parkland Boulevard, Suite 200, Cleveland, OH 44124
100
Wealthminder
score

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.

2
Michael E. Santelli
CRD#: 2169582
6060 Parkland Boulevard, Suite 200, Cleveland, OH 44124
96
Wealthminder
score

Michael Santelli (CRD# 2169582) is an Investment Advisor Representative working at Ancora Inverness, LLC in Cleveland, OH and has over 25 years of experience in the finance industry.

3
John G. Bartels
CRD#: 2780646
6060 Parkland Boulevard, Suite 200, Cleveland, OH 44124
93
Wealthminder
score

John Bartels (CRD# 2780646) is an Investment Advisor Representative working at Ancora Inverness, LLC in Cleveland, OH and has over 20 years of experience in the finance industry.

4
Howard S. Essner
CRD#: 5763274
6060 Parkland Boulevard, Suite 200, Cleveland, OH 44124
93
Wealthminder
score

Howard Essner (CRD# 5763274) is an Investment Advisor Representative working at Ancora Inverness, LLC in Cleveland, OH and has over 6 years of experience in the finance industry.

5
Jeffrey C. Van Fossen
CRD#: 4557087
6060 Parkland Boulevard, Suite 200, Cleveland, OH 44124
90
Wealthminder
score

Jeffrey Van Fossen (CRD# 4557087) is an Investment Advisor Representative working at Ancora Inverness, LLC in Cleveland, OH and has 1 year of experience in the finance industry.

6
Richard B. Renner
CRD#: 1553346
2000 Auburn Dr #440, Beachwood, OH 44122
83
Wealthminder
score

Richard Renner (CRD# 1553346) is an Investment Advisor Representative working at Ancora Inverness, LLC in Beachwood, OH and has over 30 years of experience in the finance industry.

7
Thomas J. Kennedy
CRD#: 2779028
6060 Parkland Boulevard, Suite 200, Cleveland, OH 44124
81
Wealthminder
score

Thomas Kennedy (CRD# 2779028) is an Investment Advisor Representative working at Ancora Inverness, LLC in Cleveland, OH and has over 20 years of experience in the finance industry.

8
Matthew E. Gordillo
CRD#: 2430167
6060 Parkland Boulevard, Suite 200, Cleveland, OH 44124
71
Wealthminder
score

Matthew Gordillo (CRD# 2430167) is an Investment Advisor Representative working at Ancora Inverness, LLC in Cleveland, OH and has over 21 years of experience in the finance industry.

9
Paul T. McCormack
CRD#: 1873256
6060 Parkland Boulevard, Suite 200, Cleveland, OH 44124
71
Wealthminder
score

Paul McCormack (CRD# 1873256) is an Investment Advisor Representative working at Ancora Inverness, LLC in Cleveland, OH and has over 14 years of experience in the finance industry. Paul McCormack has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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