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ANCORA RETIREMENT PLAN ADVISORS, LLC

CLEVELAND, OH · CRD 31256 · IAPD ↗ · 216-593-5090

$1.53BRegulatory AUM
22Advisory reps
41Employees
0Clients
0Planning clients
0Private funds
4States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
January 2025 — ANCORA RETIREMENT PLAN ADVISORS, LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2024 — ANCORA RETIREMENT PLAN ADVISORS, LLC crossed $1B in regulatory AUM ($791.8M -> $1.06B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.