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Ancora Retirement Plan Advisors, LLC CRD 31256
$1.53B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6060 Parkland Suite 200, Cleveland, OH 44124 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-04-30 |
Branch Locations
6060 Parkland Suite 200, Cleveland, OH 44124 • United States
6060 Parkland Boulevard Suite 200, Cleveland, OH 44124 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2010-03-18 |
Branch Locations
6060 Parkland Boulevard Suite 200, Cleveland, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Inverness Investment Group, Llc | Beachwood | OH | 01/2006 | Present |
| Ancora Retirement Plan Advisors Inc | Cleveland | OH | 04/2018 | Present |
Retirement plan consulting for Ancora Retirement Plan Services. Investment related. Same address as primary business. Director. Chief Legal Officer. 80 hrs per week primarily during market hours but no trading takes place.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-17 |
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