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Inverness Holdings LLC

MemberAncora Family Wealth Advisors, LLC

About Inverness Holdings LLC

Inverness Holdings LLC is listed as Member at Ancora Family Wealth Advisors, LLC in Cleveland, OH. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Ancora Family Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Inverness Holdings LLC work?

Inverness Holdings LLC is listed as Member at Ancora Family Wealth Advisors, LLC on SEC Form ADV.

How much of Ancora Family Wealth Advisors, LLC does Inverness Holdings LLC own?

Form ADV reports a beneficial ownership band of Over 75%.

Ancora Family Wealth Advisors, LLC

TitleMember
OwnershipOver 75%
Control personYes
Since2009