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| Ancora Private Wealth Advisors LLC
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|---|---|
| CRD # | 124845 |
| SEC # | 801-61942 |
| CIK # | 0001657660 |
| AUM | $3.9 B (2026-04-01) |
| Employees | 53 (55% Investors, 30% Brokers) |
| Phone | 216-825-4000 |
| Address | 6060 Parkland Boulevard Cleveland, OH 44124 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001657660 | |
| 0001657660/2026-03-31 | |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| LKQ Corp | 0.2 | ||
| Apple Inc | 0.1 | ||
| Americold Realty Trust | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Ritchie Bros Auctioneers Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| AbbVie Inc | 0.1 | ||
| Eaton Corp Ltd | 0.1 | ||
| Johnson & Johnson | 0.1 | ||
| EOG Resources Inc | 0.1 | ||
| Chevron Corp | 0.1 | ||
| Honeywell International Inc | 0.0 | ||
| Discovery Communications Inc | 0.0 | ||
| General Dynamics Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Green Plains Renewable Energy Inc | 0.0 | ||
| Bank of America Corp /DE/ | 0.0 | ||
| Home Depot Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Procter & Gamble Co | 0.0 | ||
| NextNav Inc | 0.0 | ||
| Rayonier Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 4,414 | 3.7 |
| (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 | 27 | 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 | 40 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 4,509 | 3.9 |
| By Discretionary | ||
| Discretionary | 4,436 | 3.8 |
| Non-Discretionary | 73 | 0.1 |
| Total | 4,509 | 3.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.9 | |
| Total | 4,509 | 3.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001657660] | |
| 13F-NT | [0001657660] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Inspire Investing LLC
✚
|
ID | 4.0 |
|
Vernal Point Advisors LLC
✚
|
CA | 3.9 |
|
Ocean Park Asset Management LLC
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CA | 3.9 |
|
Wealthcare Capital Management LLC
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|
VA | 3.9 |
|
Atalanta Sosnoff Management LLC
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NY | 3.9 |
|
Clinton Investment Management LLC
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|
CT | 3.9 |
|
Johnson Sterling Inc
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|
AL | 3.9 |
|
Two West Capital Advisors LLC
✚
|
KS | 3.9 |
|
Alamo Advisors LP
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|
TX | 3.9 |
|
BFC Planning Inc
✚
|
IA | 3.8 |