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| Ancora Family Wealth Advisors LLC
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|---|---|
| CRD # | 124845 |
| SEC # | 801-61942 |
| CIK # | 0001657660 |
| AUM | $2.3 BB (2023-03-30) |
| Employees | 62 (56% Investors, 58% Brokers) |
| Phone | 216-825-4000 |
| Address | 6060 Parkland Boulevard Cleveland, OH 44124 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| CHRW | 12.9 | 0.2 | |
| RBA | 6.9 | 0.2 | |
| GPRE | 1.6 | 0.1 | |
| AAPL | 2,382.8 | 0.1 | |
| MWA | 1.8 | 0.1 | |
| MSFT | 1,918.2 | 0.1 | |
| AVGO | 201.3 | 0.1 | |
| ABBV | 269.5 | 0.1 | |
| UNH | 477.0 | 0.1 | |
| BERY | 7.3 | 0.1 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 3,377 | 2.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 32 | 0.0 |
| (h) Charitable organizations | 25 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 40 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,474 | 2.3 |
| By Discretionary | ||
| Discretionary | 3,472 | 2.2 |
| Non-Discretionary | 2 | 0.0 |
| Total | 3,474 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 3,474 | 2.3 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001657660] | |
| 13F-NT | [0001657660] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Ancora Advisors LLC
✚
|
OH | 4.1 |
|
Ancora Family Wealth Advisors LLC
✚
|
OH | 2.3 |
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|---|---|---|
|
Founders Financial Securities LLC
✚
|
MD | 2.3 |
|
Equity Investment Corporation
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|
GA | 2.3 |
|
GIA Partners LLC
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|
NY | 2.3 |
|
Csenge Advisory Group LLC
✚
|
FL | 2.3 |
|
Carson Group Investing LLC
✚
|
NE | 2.3 |
|
Chicago Capital LLC
✚
|
IL | 2.3 |
|
Marcum Wealth LLC
✚
|
OH | 2.3 |
|
The Burney Company
✚
|
VA | 2.3 |
|
Applied Finance Capital Management LLC
✚
|
PR | 2.2 |
|
Moors & Cabot Inc
✚
|
MA | 2.2 |