Ancora Family Wealth Advisors LLC

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Assets, Funds, Holdings

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Ancora Family Wealth Advisors LLC
CRD #124845
SEC #801-61942
CIK #1657660
AUM $1.3 BB (99% Disc, 100% US)
Employees40 (70% Investors, 90% Brokers)
Phone216-825-4000
Address6060 Parkland Boulevard
Cleveland, OH 44124
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
1310104878652426202001200720132020
Sector Holding Cap ($MM) Value ($MM)
SCHZ11.5
SJM11,730.07.2
AAPL843,560.05.8
CVX234,890.05.5
XOM337,850.05.1
PEP163,770.04.9
PG249,110.04.8
SCHX4.8
SCHF3.9
JNJ369,000.03.8
View All
Holdings by Sector ($)
0.30.20.20.10.10.02015201520162017
Related Firms State AUM ($BB)
Ancora Advisors LLC
OH 4.6
Ancora Family Wealth Advisors LLC
OH 1.3
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1.3
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