ANCORA WEST ADVISORS, LLC
Legal name: UNIVERSAL VALUE ADVISORS
CRD #285644 SEC #801-108879 RENO, NV 775-284-7778
SEC Registered
Total AUM
$45.4M
Discretionary
$45.4M
Employees
3
Clients
0
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $45.4M | $45.4M | $0 | 3 | 0 |
| Mar 2024 | $45.1M | $45.1M | $0 | 3 | 0 |
| Mar 2023 | $84.6M | $84.6M | $0 | 3 | 0 |
| Nov 2022 | $89M | $89M | $0 | 3 | 0 |
| Mar 2022 | $89M | $89M | $0 | 3 | 0 |
| Apr 2021 | $77.8M | $77.8M | $0 | 3 | 0 |
| Mar 2021 | $77.8M | $77.8M | $0 | 3 | 0 |
| Mar 2020 | $51.1M | $51.1M | $0 | 3 | 0 |
| Mar 2019 | $42.1M | $42.1M | $0 | 3 | 0 |
| Mar 2018 | $46.4M | $46.4M | $0 | 3 | 0 |
| Sep 2017 | $24.9M | $24.9M | $0 | 2 | 0 |
| Sep 2017 | $24M | $24M | $0 | 2 | 0 |
| May 2017 | $7K | $7K | $0 | 2 | 0 |
| Dec 2016 | $0 | $0 | $0 | 2 | 0 |
| Dec 2016 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$45.4M
Discretionary$45.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$45.1M
Discretionary$45.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$84.6M
Discretionary$84.6M
Non-Disc.$0
Employees3
Clients0
DateNov 2022
Total AUM$89M
Discretionary$89M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$89M
Discretionary$89M
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$77.8M
Discretionary$77.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$77.8M
Discretionary$77.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$51.1M
Discretionary$51.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$42.1M
Discretionary$42.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$46.4M
Discretionary$46.4M
Non-Disc.$0
Employees3
Clients0
DateSep 2017
Total AUM$24.9M
Discretionary$24.9M
Non-Disc.$0
Employees2
Clients0
DateSep 2017
Total AUM$24M
Discretionary$24M
Non-Disc.$0
Employees2
Clients0
DateMay 2017
Total AUM$7K
Discretionary$7K
Non-Disc.$0
Employees2
Clients0
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0