Ancora Retirement Plan Advisors, LLC

Overview

Ancora Retirement Plan Advisors, LLC is an SEC-registered limited liability company that operates as an institutional RIA focused on portfolio management for individuals and small businesses, as well as broader individual and family and institutional clients. Founded and registered in 2007, the firm does not act as a capital allocator and is not organized as a multi-state or newly formed adviser. Its reported business activities include other financial product sales in addition to advisory services. The firm uses mixed fee arrangements — percentage of AUM, fixed fees, and other fee structures — suggesting flexibility in billing across client types. Ancora Retirement Plan Advisors is not positioned as an active ESG investor and does not list pension consultancy as a primary service. The firm has multiple industry affiliations reported, including relationships with broker-dealers, other investment advisers, and a range of professional and sponsor roles.

Assets & Accounts

Public Holdings

Investments & Alternatives