ANCORA RETIREMENT PLAN ADVISORS, LLC
CRD #31256 SEC #801-67475 CLEVELAND, OH 216-593-5090
SEC Registered Disclosures
Total AUM
$1.3B
Discretionary
$0
Employees
44
Clients
0
Accounts
157
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.3B | $0 | $1.3B | 44 | 0 |
| Dec 2024 | $1.1B | $0 | $1.1B | 42 | 0 |
| Mar 2024 | $1.1B | $0 | $1.1B | 42 | 0 |
| Sep 2023 | $791.8M | $0 | $791.8M | 43 | 0 |
| Sep 2023 | $791.8M | $0 | $791.8M | 43 | 0 |
| Sep 2023 | $791.8M | $0 | $791.8M | 43 | 0 |
| Mar 2023 | $791.8M | $0 | $791.8M | 43 | 0 |
| Aug 2022 | $856.4M | $0 | $856.4M | 41 | 168 |
| Aug 2022 | $856.4M | $0 | $856.4M | 41 | 168 |
| Mar 2022 | $856.4M | $0 | $856.4M | 41 | 168 |
| Nov 2021 | $679.2M | $0 | $679.2M | 43 | 168 |
| Sep 2021 | $679.2M | $0 | $679.2M | 43 | 168 |
| Mar 2021 | $679.2M | $0 | $679.2M | 43 | 168 |
| Jun 2020 | $557.3M | $0 | $557.3M | 35 | 162 |
| Apr 2020 | $557.3M | $0 | $557.3M | 35 | 162 |
| Mar 2019 | $430.9M | $0 | $430.9M | 8 | 158 |
| Oct 2018 | $398.3M | $0 | $398.3M | 7 | 136 |
| May 2018 | $398.3M | $0 | $398.3M | 7 | 136 |
| Mar 2018 | $398.3M | $0 | $398.3M | 7 | 136 |
| Mar 2018 | $398.3M | $0 | $398.3M | 7 | 136 |
| Feb 2018 | $398.3M | $0 | $398.3M | 7 | 136 |
| Mar 2017 | $207.3M | $0 | $207.3M | 7 | 100 |
| Mar 2016 | $185.9M | $185.9M | $0 | 13 | 100 |
| Sep 2015 | $143.6M | $0 | $143.6M | 9 | 100 |
| Mar 2015 | $143.6M | $0 | $143.6M | 9 | 100 |
| Jul 2014 | $110.6M | $0 | $110.6M | 10 | 100 |
| Mar 2014 | $110.6M | $0 | $110.6M | 10 | 100 |
| Oct 2013 | $79.6M | $0 | $79.6M | 4 | 100 |
| May 2013 | $79.6M | $0 | $79.6M | 4 | 100 |
| Mar 2013 | $79.6M | $0 | $79.6M | 4 | 100 |
| Mar 2012 | $68.8M | $0 | $68.8M | 1 | 133 |
| Apr 2011 | $63.7M | $0 | $63.7M | 5 | -- |
| Aug 2010 | $34M | $0 | $34M | 5 | -- |
| Mar 2010 | $34M | $0 | $34M | 5 | -- |
| May 2007 | $25.6M | $0 | $25.6M | 5 | -- |
| Jan 2007 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees44
Clients0
DateDec 2024
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees42
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees42
Clients0
DateSep 2023
Total AUM$791.8M
Discretionary$0
Non-Disc.$791.8M
Employees43
Clients0
DateSep 2023
Total AUM$791.8M
Discretionary$0
Non-Disc.$791.8M
Employees43
Clients0
DateSep 2023
Total AUM$791.8M
Discretionary$0
Non-Disc.$791.8M
Employees43
Clients0
DateMar 2023
Total AUM$791.8M
Discretionary$0
Non-Disc.$791.8M
Employees43
Clients0
DateAug 2022
Total AUM$856.4M
Discretionary$0
Non-Disc.$856.4M
Employees41
Clients168
DateAug 2022
Total AUM$856.4M
Discretionary$0
Non-Disc.$856.4M
Employees41
Clients168
DateMar 2022
Total AUM$856.4M
Discretionary$0
Non-Disc.$856.4M
Employees41
Clients168
DateNov 2021
Total AUM$679.2M
Discretionary$0
Non-Disc.$679.2M
Employees43
Clients168
DateSep 2021
Total AUM$679.2M
Discretionary$0
Non-Disc.$679.2M
Employees43
Clients168
DateMar 2021
Total AUM$679.2M
Discretionary$0
Non-Disc.$679.2M
Employees43
Clients168
DateJun 2020
Total AUM$557.3M
Discretionary$0
Non-Disc.$557.3M
Employees35
Clients162
DateApr 2020
Total AUM$557.3M
Discretionary$0
Non-Disc.$557.3M
Employees35
Clients162
DateMar 2019
Total AUM$430.9M
Discretionary$0
Non-Disc.$430.9M
Employees8
Clients158
DateOct 2018
Total AUM$398.3M
Discretionary$0
Non-Disc.$398.3M
Employees7
Clients136
DateMay 2018
Total AUM$398.3M
Discretionary$0
Non-Disc.$398.3M
Employees7
Clients136
DateMar 2018
Total AUM$398.3M
Discretionary$0
Non-Disc.$398.3M
Employees7
Clients136
DateMar 2018
Total AUM$398.3M
Discretionary$0
Non-Disc.$398.3M
Employees7
Clients136
DateFeb 2018
Total AUM$398.3M
Discretionary$0
Non-Disc.$398.3M
Employees7
Clients136
DateMar 2017
Total AUM$207.3M
Discretionary$0
Non-Disc.$207.3M
Employees7
Clients100
DateMar 2016
Total AUM$185.9M
Discretionary$185.9M
Non-Disc.$0
Employees13
Clients100
DateSep 2015
Total AUM$143.6M
Discretionary$0
Non-Disc.$143.6M
Employees9
Clients100
DateMar 2015
Total AUM$143.6M
Discretionary$0
Non-Disc.$143.6M
Employees9
Clients100
DateJul 2014
Total AUM$110.6M
Discretionary$0
Non-Disc.$110.6M
Employees10
Clients100
DateMar 2014
Total AUM$110.6M
Discretionary$0
Non-Disc.$110.6M
Employees10
Clients100
DateOct 2013
Total AUM$79.6M
Discretionary$0
Non-Disc.$79.6M
Employees4
Clients100
DateMay 2013
Total AUM$79.6M
Discretionary$0
Non-Disc.$79.6M
Employees4
Clients100
DateMar 2013
Total AUM$79.6M
Discretionary$0
Non-Disc.$79.6M
Employees4
Clients100
DateMar 2012
Total AUM$68.8M
Discretionary$0
Non-Disc.$68.8M
Employees1
Clients133
DateApr 2011
Total AUM$63.7M
Discretionary$0
Non-Disc.$63.7M
Employees5
Clients--
DateAug 2010
Total AUM$34M
Discretionary$0
Non-Disc.$34M
Employees5
Clients--
DateMar 2010
Total AUM$34M
Discretionary$0
Non-Disc.$34M
Employees5
Clients--
DateMay 2007
Total AUM$25.6M
Discretionary$0
Non-Disc.$25.6M
Employees5
Clients--
DateJan 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--