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| Happy Holidays!! thanks for using AUM13F!! |
| Ancora Family Wealth Advisors LLC
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| CRD # | 124845 |
| SEC # | 801-61942 |
| CIK # | 0001657660 |
| AUM | $3.2 B (2025-03-21) |
| Employees | 65 (51% Investors, 49% Brokers) |
| Phone | 216-825-4000 |
| Address | 6060 Parkland Boulevard Cleveland, OH 44124 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Norfolk Southern Corp | 0.3 | ||
| LKQ Corp | 0.2 | ||
| Broadcom Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Ritchie Bros Auctioneers Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Eaton Corp Ltd | 0.1 | ||
| CSX Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 3,987 | 3.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 29 | 0.0 |
| (h) Charitable organizations | 28 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 39 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 4,083 | 3.2 |
| By Discretionary | ||
| Discretionary | 4,057 | 3.2 |
| Non-Discretionary | 26 | 0.1 |
| Total | 4,083 | 3.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.2 | |
| Total | 4,083 | 3.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001657660] | |
| 13F-NT | [0001657660] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Ancora Advisors LLC
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|
OH | 4.5 |
|
Ancora Family Wealth Advisors LLC
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|
OH | 3.2 |
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|
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|
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|
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|
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|
BOK Financial Private Wealth Inc
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