Ancora Retirement Plan Advisors, LLC

Ancora Retirement Plan Advisors, LLC (CRD# 31256) is a financial advisory firm headquartered in Cleveland, OH. They manage $1,056,233,620 in 149 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
6060 Parkland, Suite 200, Cleveland, OH 44124
https://twitter.com/focusfinancial
By the Numbers
  • Total Assets Under Management
    1,056
    MILLION
  • Total Number of Accounts
    149
    ACCOUNTS
  • Average Account Value
    $7,088,816
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, OH, TX

Financial Advisors at Ancora Retirement Plan Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
John Bartels, financial advisor Cleveland OH
John G. Bartels
CRD#: 2780646
6060 Parkland, Suite 200, Cleveland, OH 44124

John Bartels (CRD# 2780646) is an Investment Advisor Representative working at Ancora Retirement Plan Advisors, LLC in Cleveland, OH and has over 27 years of experience in the finance industry.

2
John Danch, financial advisor Cleveland OH
John E. Danch
CRD#: 4881240
6060 Parkland, Suite 200, Cleveland, OH 44124

John Danch (CRD# 4881240) is an Investment Advisor Representative working at Ancora Retirement Plan Advisors, LLC in Cleveland, OH and has over 19 years of experience in the finance industry.

3
Howard Essner, financial advisor Cleveland OH
Howard S. Essner
CRD#: 5763274
6060 Parkland, Suite 200, Cleveland, OH 44124

Howard Essner (CRD# 5763274) is an Investment Advisor Representative working at Ancora Retirement Plan Advisors, LLC in Cleveland, OH and has over 14 years of experience in the finance industry.

4
William Koenig, financial advisor Cleveland OH
William M. Koenig
CRD#: 4297959
6060 Parkland, Suite 200, Cleveland, OH 44124

William Koenig (CRD# 4297959) is an Investment Advisor Representative working at Ancora Retirement Plan Advisors, LLC in Cleveland, OH and has over 23 years of experience in the finance industry.

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.

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