Ancora Holdings
Cleveland, Ohioancora.net
Overview
Ancora Holdings Group, founded in 2003, is a wealth management and advisory firm that offers integrated investment advisory, wealth management, retirement plan services, and insurance solutions to individuals and institutions across the United States . Ancora specializes in customized portfolio management for individual investors, high net worth investors, investment companies (mutual funds), and institutions such as pension/profit sharing plans, corporations, charitable & “Not-for Profit” organizations, and unions . Ancora is also known for activist investing .
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.