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ANCORA PRIVATE WEALTH ADVISORS, LLC
CRD 124845 · SEC 801-61942
6060 PARKLAND BOULEVARD, SUITE 200, CLEVELAND, OH, 44124, United States
Phone
216-825-4000
Fax
216-825-4010
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.90B
Discretionary AUM
$3.78B
Team
53 total employees; 29 advisory reps
Clients
101-250
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
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersINSURANCE & CREDIT AND CASH MANAGEMENT SOLUTIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 4414 | $3.69B |
| Pension/profit sharing plans | 27 | $45.7M |
| Charitable organizations | 28 | $28.9M |
| Corporations/business entities | 40 | $130.3M |
States served
AZ, CA, CO, IL, IN, MA, MI, MN, NJ, NY, NC, OH, PA, SC, WI, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD