|
⚲
|
| Ancora West Advisors LLC
✚
|
|
|---|---|
| CRD # | 285644 |
| SEC # | 801-108879 |
| CIK # | |
| AUM | $45.1 MM (2024-03-14) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 775-284-7778 |
| Address | 1 East Liberty Street, Suite 406 Reno, NV 89501 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 45.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 45.1 |
| By Discretionary | ||
| Discretionary | 1 | 45.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 45.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 45.1 | |
| Total | 1 | 45.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Brown Financial Management Group LLC
✚
|
NY | 0.0 |
|
Munakata Associates LLC
✚
|
NY | 0.0 |
|
Mount Murray Investment Inc
✚
|
0.0 | |
|
Hudson View Advisors LLC
✚
|
NY | 0.0 |
|
NorthStar Financial Advisors LLC
✚
|
NY | 0.0 |
|
API Financial Advisors LLC
✚
|
FL | 0.0 |
|
Target Rock Wealth Management LLC
✚
|
NY | 0.0 |
|
Kane Financial LLC
✚
|
NY | 0.0 |
|
Wealthpro LLC
✚
|
NY | 0.0 |
|
MINT Asset Management LLC
✚
|
NJ | 0.0 |