ANCORA FAMILY WEALTH ADVISORS, LLC

6060 Parkland Boulevard
Suite 200
Cleveland, Ohio 44124
Tel: 216-825-4000

About ANCORA FAMILY WEALTH ADVISORS, LLC

ANCORA FAMILY WEALTH ADVISORS, LLC, formally registered with the SEC as ANCORA FAMILY WEALTH ADVISORS, LLC. The firm was established in 04/03/2003. They have over 3 offices throughout the country.

ANCORA FAMILY WEALTH ADVISORS, LLC is a Cleveland, Ohio based Financial Planning firm with nearly $2,708,839,827 assets under management, offering retirement planning & investment advisory services to 3813 clients. The firm is staffed with 65 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	124845
SEC#	801-61942
Assets Managed by Firm	$2,708,839,827
No. of Clients	3813
No. of Advisors	65

Fee Structure

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

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (INSURANCE & CREDIT AND CASH MANAGEMENT SOLUTIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	3813	$2,708,839,827
High net worth individuals	3717	$2,565,593,067
Pension and profit sharing plans	29	$38,046,029
Charitable organizations	26	$14,674,687
Corporations or other businesses	41	$90,526,044

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MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
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