Founded in 2003 and headquartered in Cleveland, OH, Ancora Holdings Inc. is an employee owned firm with approximately $5.0 billion in assets under management. We have three Registered Investment Advisories (RIA) each uniquely focused on the following businesses:
Ancora Holdings Inc. business verticals:
Family Wealth Solutions: Highly customized wealth planning and investment solutions for high net worth families and individuals utilizing a combination of individual securities, funds and proprietary strategies.
Institutional Strategies: Equity and fixed income separate account strategies for institutional investors. In addition, Ancora's institutional division is the advisor to the Ancora family of mutual funds and alternative investment partnerships.
Retirement Plan Services: Qualified plan solutions including 401(k), 403(b) and 457(b) plans offered through our subsidiary Source Companies, LLC.
With over 60 employees, including 10 CFA charterholders, and an average industry experience level of over 20 years, we have deep knowledge and resources in all areas of our business and manage client assets with a disciplined approach and an eye towards long-term results and outstanding client service.
For more information on any of our businesses please feel free to contact our Chairman and Chief Executive Officer, Fred DiSanto at 216-825-4000 or via email@example.com and he will direct you to the proper person.