ANCORA ALTERNATIVES LLC

6060 Parkland Blvd.
#200
Cleveland, Ohio 44124
Tel: 216-825-4000

About ANCORA ALTERNATIVES LLC

ANCORA ALTERNATIVES LLC, formally registered with the SEC as ANCORA ALTERNATIVES LLC. The firm was established in 02/11/2021. They have over 3 offices throughout the country.

ANCORA ALTERNATIVES LLC is a Cleveland, Ohio based Financial Planning firm with nearly $1,316,573,361 assets under management, offering retirement planning & investment advisory services to 28 clients. The firm is staffed with 59 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311902
SEC#	801-120302
Assets Managed by Firm	$1,316,573,361
No. of Clients	28
No. of Advisors	59

Fee Structure

A percentage of AUM
Performance Based
Other (REVENUE SHARING WITH FRS, AND ON CREDIT AND CASH MGMT SOLUTIONS)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (INSURANCE & CREDIT AND CASH MANAGEMENT SOLUTIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	28	$1,316,573,361
High net worth individuals	1	$411,044
Corporations or other businesses	3	$43,454,749

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