Ancora Holdings Group LLC
Ancora Holdings Group LLC is a client-focused investment management, family wealth advisory, and insurance agency firm operating with the highest level of integrity and honesty. The firm fosters a culture of entrepreneurial spirit, teamwork, excellence, accessibility, humility, and accountability.
2003
Privately held
Focus on creating a balance of equities, fixed income, and alternative investments to manage risk effectively for clients.
Cleveland, Oh, United States
About
Mission
To create unique investment strategies and comprehensive wealth and risk management solutions to help clients achieve more.
Values
Integrity, honesty, entrepreneurial spirit, teamwork, excellence, accessibility, humility, accountability.
Participant Demographics
Serving individuals, families, institutions, non-profits, and businesses with diverse financial needs.
Track Record
Team Experience
Average industry experience of 20+ years
Notable Achievements
Managing $9.96 billion in AUM, supporting over 60 organizations in philanthropy
Project Track Record
Highlighted through fund performance and strategies
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Cleveland, Oh, United States
Legal & Compliance
Compliance with applicable laws mentioned in disclosures.
No major violations mentioned.
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