Ancora Family Wealth Advisors LLC

Ancora Family Wealth Advisors LLC es una Compañía de Responsabilidad Limitada registrada ante la Comisión de Valores y Bolsa de los Estados Unidos, que presta servicios a 2002 clientes. Con un equipo de 40 empleados, 28 de los cuales se desempeñan en roles de asesoramiento, han demostrado su estado aprobado por la SEC desde abril de 2003.

• BRADLEY ALAN ZUCKER

  CHIEF FINANCIAL OFFICER posee menos de 5%

• FREDERICK DAVID DISANTO

  CHAIRMAN & CHIEF EXECUTIVE OFFICER posee menos de 5%

• HOWARD SCOTT ESSNER

  GENERAL COUNSEL posee menos de 5%

• INVERNESS HOLDINGS LLC

  HOLDING COMPANY posee 75% o más

• JASON P GEERS

  DIRECTOR OF COMPLIANCE posee menos de 5%

• JOHN PEWTERS MICKLITSCH

  CHIEF INVESTMENT OFFICER posee menos de 5%

• JOSEPH MICHAEL SPIDALIERI

  CHIEF OPERATING OFFICER posee menos de 5%

• KIM LEMAR OEDER

  CHIEF COMPLIANCE OFFICER posee menos de 5%

• RICHARD BECK RENNER

  PRESIDENT posee menos de 5%

• ANCORA HOLDINGS, INC.

  OWNER posee 75% o más

• CBIZ Financial Solutions Inc
• Clearstead Advisors LLC
• Pension Solutions Inc
• Cirrus Wealth Management LLC
• Mcdonald Partners LLC
• BOYD Watterson Asset Management LLC
• Townsend Holdings LLC
• Citymark Capital Management Company LLC
• Sinclair Group LLC
• Asset Management Advisory Group LLC

• Comparing Ancora Inverness, LLC's Q2 and Q3 2016 Holdership Changes: A Comprehensive Analysis

• Schwab Aggregate Bond ETF (SCH $14,300k
• Apple Inc $8,517k
• Exxon Mobil Corp $6,488k
• SCHWAB STRATEGIC TR $6,136k
• Chevron Corp $6,033k
• PROCTER & GAMBLE CO $5,740k
• JOHNSON & JOHNSON $5,340k
• PEPSICO INC $5,028k
• EXPRESS SCRIPTS HLDG CO $4,929k
• Berkshire Hathaway, Inc. $4,584k