Ancora Retirement Plan Advisors Inc.

Ancora Retirement Plan Advisors Inc. (CRD# 31256) is a financial advisory firm headquartered in Cleveland, OH. They manage $398,339,030 in 136 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    398
    MILLION
  • Total Number of Accounts
    136
    ACCOUNTS
  • Average Account Value
    $2,928,963
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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.

OH, TX

Financial Advisors at Ancora Retirement Plan Advisors Inc.
Showing 1 - 4 of 4 top financial advisors.
1
John G. Bartels
CRD#: 2780646
6060 Parkland, Suite 200, Cleveland, OH 44124
93
Wealthminder
score

John Bartels (CRD# 2780646) is an Investment Advisor Representative working at Ancora Retirement Plan Advisors Inc. in Cleveland, OH and has over 21 years of experience in the finance industry.

2
John E. Danch
CRD#: 4881240
6060 Parkland, Suite 200, Cleveland, OH 44124
93
Wealthminder
score

John Danch (CRD# 4881240) is an Investment Advisor Representative working at Ancora Retirement Plan Advisors Inc. in Cleveland, OH and has over 13 years of experience in the finance industry.

3
William M. Koenig
CRD#: 4297959
6060 Parkland, Suite 200, Cleveland, OH 44124
93
Wealthminder
score

William Koenig (CRD# 4297959) is an Investment Advisor Representative working at Ancora Retirement Plan Advisors Inc. in Cleveland, OH and has over 17 years of experience in the finance industry.

4
Peter L. Mooney
CRD#: 2365429
6060 Parkland, Suite 200, Cleveland, OH 44124
51
Wealthminder
score

Peter Mooney (CRD# 2365429) is an Investment Advisor Representative working at Ancora Retirement Plan Advisors Inc. in Cleveland, OH and has over 22 years of experience in the finance industry.

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