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Home > Retirement Planners > ohio > cleveland > ANCORA RETIREMENT PLAN ADVISORS, LLC
ANCORA RETIREMENT PLAN ADVISORS, LLC
6060 Parkland
Suite 200
Cleveland, Ohio 44124
Tel: 216-593-5090
About ANCORA RETIREMENT PLAN ADVISORS, LLC
ANCORA RETIREMENT PLAN ADVISORS, LLC, formally registered with the SEC as ANCORA RETIREMENT PLAN ADVISORS, LLC. The firm was established in 01/19/2007. They have over 1 offices throughout the country.
ANCORA RETIREMENT PLAN ADVISORS, LLC is a Cleveland, Ohio based Financial Planning firm with nearly $1,056,233,620 assets under management, offering retirement planning & investment advisory services to 149 clients. The firm is staffed with 42 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 31256 |
| SEC# | 801-67475 |
| Assets Managed by Firm | $1,056,233,620 |
| No. of Clients | 149 |
| No. of Advisors | 42 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (REVENUE SHARING WITH FRS, AND ON CREDIT AND CASH MGMT SOLUTIONS)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Other (INSURANCE & CREDIT AND CASH MANAGEMENT SOLUTIONS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 149 | $1,056,233,620 |
| Individuals (other than high net worth individuals) | 4 | $807,328 |
| Charitable organizations | 3 | $28,165,723 |
| Corporations or other businesses | 142 | $1,027,260,569 |
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