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ANCORA ADVISORS LLC
CRD 124674 · SEC 801-61770
6060 PARKLAND BOULEVARD, SUITE 200, MAYFIELD HEIGHTS, OH, 44124, United States
Phone
216-825-4000
Fax
216-825-4011
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.61B
Discretionary AUM
$2.66B
Team
46 total employees; 27 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees; REVENUE SHARING WITH FRS, AND ON CREDIT AND CASH MGMT SOLUTIONS
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)INSURANCE & CREDIT AND CASH MANAGEMENT SOLUTIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 148 | $401.4M |
| Investment companies | 13 | $659.1M |
| Pooled investment vehicles | 4 | $330.3M |
| Pension/profit sharing plans | 27 | $157.2M |
| Charitable organizations | 37 | $318.6M |
| State/municipal entities | 23 | $318.2M |
| Insurance companies | 3 | $58.5M |
| Corporations/business entities | 52 | $2.37B |
States served
DE, MI, OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD