Ancora Family Wealth Advisors is an investment advisor in Cleveland with $2.45 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Ancora Inverness LLC, Ancora Inverness, LLC, Inverness Investment Group, LLC
SEC CIK
IRS number
412071875
SEC advisor number
801-61942
FINRA CRD number
124845
AUM ?
$2.71 bn
(as of 5 Mar 24)
Accounts
3,813
(as of 5 Mar 24)
Employees
65
(37 investment advisory or research)
Address
Ancora Family Wealth Advisors
6060 PARKLAND
SUITE 200
CLEVELAND
OH 44124
6060 PARKLAND
SUITE 200
CLEVELAND
OH 44124
Phone
2165935020
Latest filings (excl ownership)
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
14 Aug 24
13F-NT
Notice of holdings reported by another manager
15 May 24
13F-NT
Notice of holdings reported by another manager
14 Feb 24
13F-NT
Notice of holdings reported by another manager
14 Nov 23
13F-NT
Notice of holdings reported by another manager
14 Aug 23
13F-NT
Notice of holdings reported by another manager
15 May 23
13F-NT
Notice of holdings reported by another manager
14 Feb 23
13F-NT
Notice of holdings reported by another manager
14 Nov 22
13F-NT
Notice of holdings reported by another manager
15 Aug 22
13F-NT
Notice of holdings reported by another manager
13 May 22