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| Happy Holidays!! thanks for using AUM13F!! |
| Ancora Retirement Plan Advisors LLC
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|---|---|
| CRD # | 31256 |
| SEC # | 801-67475 |
| CIK # | |
| AUM | $1.3 B (2025-03-27) |
| Employees | 44 (48% Investors, 50% Brokers) |
| Phone | 216-593-5090 |
| Address | 6060 Parkland Cleveland, OH 44124 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Acquire Group LF Conduit Fund I LLC | 2012-03-30 | 0.3 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4 | 0.9 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 33.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 150 | 1,271.4 |
| (n) Other | 0 | 0.0 |
| Total | 157 | 1,305.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 157 | 1,305.5 |
| Total | 157 | 1,305.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,305.5 | |
| Total | 157 | 1,305.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Nemes Rush Group LLC
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|
MI | 1.4 |
|
Mill Capital Management LLC
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|
NC | 1.4 |
|
Anchor Investment Management LLC
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|
SC | 1.4 |
|
D'Orazio & Associates Inc
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|
VA | 1.3 |
|
Private Advisory Group LLC
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|
WA | 1.3 |
|
Asset Advisors Investment Management LLC
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GA | 1.3 |
|
TSA Portfolio Management Inc FKA TSA Management Inc
✚
|
NY | 1.3 |
|
Planning Alternatives Ltd
✚
|
MI | 1.3 |
|
One Way Holdings LLC
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|
TX | 1.3 |
|
CS Planning Corp
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|
OR | 1.3 |