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ANCORA RETIREMENT PLAN ADVISORS, LLC
CRD 31256 · SEC 801-67475
6060 PARKLAND, SUITE 200, CLEVELAND, OH, 44124, United States
Phone
216-593-5090
Fax
216-593-5091
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.53B
Discretionary AUM
$0
Team
41 total employees; 22 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed 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)INSURANCE & CREDIT AND CASH MANAGEMENT SOLUTIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $1.1M |
| Charitable organizations | 3 | $40.2M |
| Corporations/business entities | 150 | $1.49B |
States served
IL, LA, OH, TX
All web addresses on file
Official SEC filing: View on IAPD