Ancora Retirement Plan Advisors, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 31256
- SEC number
- 801-67475
- Firm type
- RIA
- Assets under management
- $1.5B as of Mar 31, 2026
- Website
- twitter.com/focusfinancial ↗
- Phone
- 216-593-5090
- Address
- 6060 Parkland, Cleveland, OH, 44124
Advisors at this firm
3 in our index · page 1 of 1
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John Gregory BartelsCRD 2780646 · Cleveland, OHIA RegisteredBroker
-
Howard Scott EssnerCRD 5763274 · Cleveland, OHIA Registered
-
William Michael KoenigCRD 4297959 · Cleveland, OHIA RegisteredBroker
1–3 of 3
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 31256 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
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