ANCORA FAMILY WEALTH ADVISORS, LLC (CRD# 124845) is an SEC-Registered Investment Advisor (RIA), headquartered in Cleveland, OH. The SEC approved the firm to operate as an RIA in Apr 2003. In Apr 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $1.3 Billion, and has discretion over 100% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
ANCORA FAMILY WEALTH ADVISORS, LLC also reported in Apr 2018:
  • 36 employees, with 22 performing advisory functions.
  • A total of 2 office locations.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
ANCORA FAMILY WEALTH ADVISORS, LLC has no disclosure events reported to the SEC at this time.

View ANCORA FAMILY WEALTH ADVISORS, LLC's most recent Form ADV filing

ANCORA FAMILY WEALTH ADVISORS, LLC has Notice Filings with the following State Securities Authorities: AZ-Mar 2017, CA-Mar 2017, CO-Mar 2017, CT-Mar 2017, FL-May 2011 , GA-Mar 2017, IL-Jun 2011, IN-Mar 2017, KY-Mar 2017, MA-Mar 2017 , MI-Mar 2017, MN-Mar 2017, MT-Mar 2017, NC-Mar 2017, NJ-Apr 2017 , NY-May 2011, OH-Apr 2003, PA-Sep 2011, SC-Mar 2017, SD-Mar 2017 , TX-Mar 2017, VA-Mar 2017, WI-Mar 2017

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