ANCORA PRIVATE WEALTH ADVISORS, LLC info
ANCORA PRIVATE WEALTH ADVISORS, LLC (SEC CIK 1657660) first filed with the SEC on 2015-11-06 (Form 13F-HR) and has filed 46 times since, including 5 Form 13F-HR quarterly holdings reports. It is organized in OH and registered at 6060 PARKLAND, SUITE 200, CLEVELAND, OH, 44124.
- Name: Value ANCORA PRIVATE WEALTH ADVISORS, LLC.
- SEC CIK: Value 1657660.
- State of organization: Value OH.
- Business address: Value 6060 PARKLAND, SUITE 200, CLEVELAND, OH, 44124.
No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.
Firm
| Field | Value |
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| Name | ANCORA PRIVATE WEALTH ADVISORS, LLC |
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| SEC CIK | 1657660 |
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| State of organization | OH |
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| Business address | 6060 PARKLAND, SUITE 200, CLEVELAND, OH, 44124 |
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| Mailing address | 6060 PARKLAND, SUITE 200, CLEVELAND, OH, 44124 |
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| Phone | 2165935020 |
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| Fiscal year end | December 31 |
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| Former names | ANCORA FAMILY WEALTH ADVISORS, LLC (2018-02-14 to 2025-08-14); Ancora Inverness LLC (2017-11-14 to 2017-11-14); Ancora Inverness, LLC (2016-05-12 to 2017-08-14); Inverness Investment Group, LLC (2015-11-06 to 2016-02-17) |
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SEC Filing History
| Field | Value |
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| First SEC filing | 2015-11-06 (Form 13F-HR) |
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| Latest SEC filing | 2026-08-31 (Form N-PX) |
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| Filings on EDGAR | 46 |
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| First Form 13F-HR | 2015-11-06 (quarter ended 2015-09-30) |
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| Latest Form 13F-HR | 2016-11-04 (quarter ended 2016-09-30) |
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| Form 13F-HR filings | 5 |
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Filings by Year
| Year | Filings | Form 13F-HR |
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| 2026 | 4 | 0 |
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| 2025 | 5 | 0 |
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| 2024 | 5 | 0 |
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| 2023 | 4 | 0 |
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| 2022 | 4 | 0 |
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| 2021 | 3 | 0 |
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| 2020 | 4 | 0 |
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| 2019 | 4 | 0 |
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| 2018 | 4 | 0 |
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| 2017 | 4 | 0 |
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| 2016 | 4 | 4 |
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| 2015 | 1 | 1 |
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