ANCORA ADVISORS LLC

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

About ANCORA ADVISORS LLC

ANCORA ADVISORS LLC, formally registered with the SEC as ANCORA ADVISORS LLC. The firm was established in 01/30/2003. They have over 3 offices throughout the country.

ANCORA ADVISORS LLC is a Mayfield Heights, Ohio based Financial Planning firm with nearly $4,349,129,178 assets under management, offering retirement planning & investment advisory services to 324 clients. The firm is staffed with 60 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	124674
SEC#	801-61770
Assets Managed by Firm	$4,349,129,178
No. of Clients	324
No. of Advisors	60

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

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
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	324	$4,349,129,178
High net worth individuals	153	$324,336,166
Pension and profit sharing plans	33	$187,650,077
Charitable organizations	35	$216,315,245
Corporations or other businesses	59	$2,622,490,925

More Retirement Planning firms in Mayfield Heights, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
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
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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