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Ancora Retirement Plan Advisors, LLC

● SEC registered since 2007CRD 31256SEC# 801-67475Cleveland, OH
Export (members)
Reg. AUM
$1.31B
Employees
44
Accounts
157
Location
Cleveland, OH

Ancora Retirement Plan Advisors, LLC assets under management

Ancora Retirement Plan Advisors, LLC is an SEC-registered investment adviser based in Cleveland, OH. The firm has been registered since 2007. It reports $1.3 billion in regulatory assets under management and employs 44 people.
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Ancora Retirement Plan Advisors, LLC owners & executives

20 reported
NameTitleOwnershipSince
Frederick David Disanto ControlChairman & Chief Executive OfficerUnder 5%2006
Irene Renae Walters ControlChief Compliance OfficerUnder 5%2018
Jason P Geers ControlCompliance OfficerUnder 5%2018
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Frequently asked questions

How much does Ancora Retirement Plan Advisors, LLC manage?

Ancora Retirement Plan Advisors, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.

How many employees does Ancora Retirement Plan Advisors, LLC have?

Ancora Retirement Plan Advisors, LLC reports 44 employees.

Where is Ancora Retirement Plan Advisors, LLC located?

Ancora Retirement Plan Advisors, LLC is based in Cleveland, OH and has been SEC-registered since 2007.

Does Ancora Retirement Plan Advisors, LLC disclose fund performance?

Ancora Retirement Plan 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, Suite 200, Cleveland, OH 44124
Phone216-593-5090
Fax216-593-5091
Office hours9:00-5:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary—
Non-discretionary$1.31B
Total (RAUM)$1.31B