ANCORA RETIREMENT PLAN ADVISORS, LLC

Overview

Ancora Retirement Plan Advisors, LLC is a registered investment adviser that focuses on portfolio management for individuals and small businesses, with a client base that includes both individual/family and institutional plan relationships. The firm operates primarily as a non-discretionary adviser, positioning itself to provide guidance and model allocations while leaving implementation authority with clients or plan sponsors. Its business activities also include acting as an other financial product salesperson and maintaining relationships across broker-dealers, insurance companies, law and accounting firms, and sponsor/manager roles for pooled vehicles, which expands its access to third-party products and distribution channels. Investment activity centers on equity exposure delivered through exchange-traded instruments. The firm charges fees using a mix of percentage of AUM, fixed fees and other fee arrangements, reflecting flexibility for differing client relationships. Ancora Retirement Plan Advisors, LLC does not identify as an active ESG investor and is not structured as a multi-state adviser in its filings.

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Public Holdings

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Location & Offices