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Ancora Family Wealth Advisors, LLC

● SEC registered since 2003CRD 124845SEC# 801-61942Cleveland, OH
Export (members)
Reg. AUM
$3.21B
Employees
65
Accounts
4,083
Location
Cleveland, OH

Ancora Family Wealth Advisors, LLC assets under management

Ancora Family Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Cleveland, OH. The firm has been registered since 2003. It reports $3.2 billion in regulatory assets under management and employs 65 people.
www.ancora.netView on SEC.gov ↗

Ancora Family Wealth Advisors, LLC owners & executives

17 reported
NameTitleOwnershipSince
Frederick David Disanto ControlChairman & Chief Executive OfficerUnder 5%2015
Inverness Holdings LLC ControlMemberOver 75%2009
Jason P Geers ControlChief Compliance OfficerUnder 5%2016
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Frequently asked questions

How much does Ancora Family Wealth Advisors, LLC manage?

Ancora Family Wealth Advisors, LLC reports $3.2 billion in regulatory assets under management on its Form ADV.

How many employees does Ancora Family Wealth Advisors, LLC have?

Ancora Family Wealth Advisors, LLC reports 65 employees.

Where is Ancora Family Wealth Advisors, LLC located?

Ancora Family Wealth Advisors, LLC is based in Cleveland, OH and has been SEC-registered since 2003.

Does Ancora Family Wealth Advisors, LLC disclose fund performance?

Ancora Family Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6060 Parkland Boulevard, Suite 200, Cleveland, OH 44124
Phone216-825-4000
Fax216-825-4010
Office hours8-6 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1657660
Discloses disciplinary historyYes

Assets under management

Discretionary$3.16B
Non-discretionary$57.8M
Total (RAUM)$3.21B