Ancora Family Wealth Advisors LLC

Ancora Family Wealth Advisors LLC is a registered Limited Liability Company with the U.S. Securities and Exchange Commission, serving 2002 clients. With a team of 40 staff, 28 of which are in advisory roles, they have demonstrated approved SEC status since April 2003.

• BRADLEY ALAN ZUCKER

  CHIEF FINANCIAL OFFICER owns less than 5%

• FREDERICK DAVID DISANTO

  CHAIRMAN & CHIEF EXECUTIVE OFFICER owns less than 5%

• HOWARD SCOTT ESSNER

  GENERAL COUNSEL owns less than 5%

• INVERNESS HOLDINGS LLC

  HOLDING COMPANY owns 75% or more

• JASON P GEERS

  DIRECTOR OF COMPLIANCE owns less than 5%

• JOHN PEWTERS MICKLITSCH

  CHIEF INVESTMENT OFFICER owns less than 5%

• JOSEPH MICHAEL SPIDALIERI

  CHIEF OPERATING OFFICER owns less than 5%

• KIM LEMAR OEDER

  CHIEF COMPLIANCE OFFICER owns less than 5%

• RICHARD BECK RENNER

  PRESIDENT owns less than 5%

• ANCORA HOLDINGS, INC.

  OWNER owns 75% or more

• Sinclair Group LLC
• Asset Management Advisory Group LLC
• Wellspring Financial Advisors LLC
• IDR Investment Management LLC
• Fairport LLC
• Resilience Management LLC
• Cirrus Wealth Management LLC
• CBIZ Investment Advisory Services LLC
• Townsend Holdings LLC
• Pension Solutions Inc

• 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