Ancora West Advisors, LLC is an investment adviser to an investment company based in Reno. It manages $42.09 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Nevada.
Ancora West Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ancora West Advisors, LLC is $42.09 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Ancora West Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Ancora West Advisors is investment companies with 1 clients and $42.09 million of assets under management. Among the 2 most similar advisory firms, Ancora West Advisors has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $42.09 million for 1 clients. None of the firm’s clients are foreign persons or businesses.
Ancora West Advisors doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Ancora West Advisors, LLC performs its advisory services is located at 1 East Liberty Street, Suite 406, Reno, NV 89501, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 775-284-7778 or by fax 775-284-7779. The normal business hours are 9:00 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at universalvalueadvisors.com/.