Ancora West Advisors LLC

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Assets, Funds, Holdings

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Ancora West Advisors LLC
CRD #285644
SEC #801-108879
CIK #
AUM $45.4 M (2025-03-05)
Employees 3 (100% Investors, 0% Brokers)
Phone775-284-7778
Address1 East Liberty Street, Suite 406
Reno, NV 89501
Source [IAPD] [Website]
Total AUM ($M)
907254361802005201220192026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 45.4
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1 45.4
By Discretionary
Discretionary 1 45.4
Non-Discretionary 0 0.0
Total 1 45.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 45.4
Total 1 45.4
Comparable Firms State AUM ($B)
St James Investment Advisors LLC
NY 0.0
Aria Wealth Partners LLC
VA 0.0
Capital Area Planning Group LLC
DC 0.0
Azura Partners US LLC
NY 0.0
Alera Retirement Advisors LLC
NY 0.0
Great Point Advisors LLC
IL 0.0
Romen Capital Management LLC
0.0
Barzideh & Nadeau Wealth Management LLC
IL 0.0
KPC Terrapin Group LLC
NY 0.0
Tanaka Capital Management Inc
NY 0.0
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