Ancora Advisors LLC
Firm details
- Headquarters
- Mayfield Heights, Ohio
- CRD number
- 124674
- Registered since
- January 30, 2003
- Website
- ancora.net
- Custodians
- FIFTH THIRD SECURITIES, INC., FIDELITY DISTRIBUTORS COMPANY LLC, PNC INVESTMENTS LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees, Other
- Client types
- Corporations / Businesses51.39%
- Investment Companies14.28%
- HNWI8.7%
- Pooled Investment Vehicles7.16%
- Charitable Organizations6.9%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Ancora Advisors LLC is an SEC-registered institutional RIA that dates back to 2003 and serves both individual & family clients as well as institutional investors. The firm provides portfolio management across a range of vehicles — separately managed accounts, pooled investment vehicles and investment companies — and also engages in other financial product sales. Its fee arrangements include asset-based fees, fixed fees and performance-linked fees, indicating flexibility in client billing. Ancora maintains multiple industry affiliations, including broker-dealer and sponsor roles, which suggests it participates in both advisory and sponsor/manager activities for certain investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities32%
- US Government Bonds32%
- Public Funds/Mutual Funds15%
- Cash & Cash Equivalents12%
- State & Local Bonds8%
Owners & executives
3 of 4
Jason Geers
Chief Compliance OfficerCRD 3236753
Frederick Disanto
Chairman & CEOCRD 1467798
John Micklitsch
President, CIOCRD 2454497
Contacts
3 of 8
Daniel Hyland
PresidentCRD 2222295
Eric Woidke
DirectorCRD 4200076
Sonia Mintun
Managing Director & Portfolio ManagerCRD 4654202
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 652Active vs passive
$1.5B in ETFs
76%
$1.2B
21%
$372M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $167M | 243,721 | 10.95% |
Location
Mayfield Heights, OH
Cuyahoga
Location
Mayfield Heights, OH
Headquartered in Mayfield Heights, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 6060 Parkland Blvd
- Time zone
- ET (UTC-5)
- Office locations
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