Back to top

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
Vanguard REIT Index Fund $25,021,000
Vanguard Mega Cap Index Fund $19,321,000
Vanguard 500 Index Fund $18,440,000
iShares Core High Dividend ETF $11,026,000
Vanguard Tax-Managed International Fund $10,443,000
PowerShares FTSE RAFI US 1000 Portfolio $10,139,000
Vanguard Dividend Appreciation Index Fund $8,351,000
Vanguard Extended Market Index Fund $7,897,000
iShares Core MSCI EAFE ETF $7,818,000
Vanguard Emerging Markets Stock Index Fund $6,960,000
Vanguard FTSE All-World ex US Index Fund $6,779,000
Vanguard Materials Index Fund $6,683,000
SPDR Gold Shares $5,164,000
Vanguard Energy Index Fund $5,022,000
SPDR S&P 500 ETF Trust $4,884,000
First Trust North American Energy Infrastructure Fund $3,735,000
Vanguard Short-Term Bond Index Fund $3,663,000
ELEMENTS Exchange Traded Notes Rogers International Commodity Index - Total Return $3,622,000
Vanguard Total Stock Market Index Fund $3,596,000
iShares Core S&P 500 ETF $3,101,000
First Trust NYSE Arca Biotechnology Index Fund $2,551,000
iShares Gold Trust $2,391,000
WisdomTree Europe SmallCap Dividend Fund $2,266,000
VanEck Vectors Agribusiness ETF $2,198,000
Vanguard Global ex-US Real Estate Index Fund $2,042,000
Vanguard Short-Term Corporate Bond Index Fund $1,961,000
PowerShares Buyback Achievers Portfolio $1,669,000
WisdomTree Emerging Markets SmallCap Dividend Fund $1,534,000
First Trust Equity Opportunities ETF $1,142,000
FlexShares Quality Dividend Index Fund $1,067,000
SPDR Dow Jones Global Real Estate ETF $1,026,000
iShares Silver Trust $894,000
Energy Select Sector SPDR Fund $752,000
iShares Russell 1000 Value ETF $739,000
Global X MLP & Energy Infrastructure ETF $719,000
Alps Sector Dividend Dogs ETF $689,000
SPDR Bloomberg Barclays Short Term High Yield Bond ETF $664,000
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund $648,000
Vanguard Total International Bond Index Fund $641,000
VanEck Vectors AMT-Free Short Municipal Index ETF $618,000
Vanguard High Dividend Yield Index Fund $611,000
WisdomTree Europe Hedged Equity Fund $590,000
iShares Core S&P Mid-Cap ETF $568,000
WisdomTree LargeCap Dividend Fund $515,000
iShares Edge MSCI Min Vol USA ETF $508,000
Powershares S&P 500 Low Volatility Portfolio $471,000
iShares Russell 1000 ETF $417,000
iShares Nasdaq Biotechnology ETF $414,000
iShares Russell Mid-Cap ETF $413,000
WisdomTree Dividend ex-Financials Fund $380,000
WisdomTree MidCap Dividend Fund $372,000
Vanguard Small-Cap Value Index Fund $370,000
iShares Russell 1000 Growth ETF $367,000
Vanguard Mid-Cap Index Fund $345,000
Maxis Nikkei 225 Index Fund $329,000
Vanguard Intermediate-Term Bond Index Fund $321,000
Vanguard Total Bond Market Index Fund $306,000
SPDR Bloomberg Barclays Short Term Corporate Bond ETF $304,000
Vanguard Utilities Index Fund $296,000
VanEck Vectors ChinaAMC A-Share ETF $295,000
Vanguard European Stock Index Fund $277,000
iShares MSCI EAFE Small-Cap ETF $273,000
iShares TIPS Bond ETF $267,000
Guggenheim Enhanced Short Duration ETF $249,000
iShares Edge MSCI Min Vol Emerging Markets ETF $247,000
SPDR Nuveen Bloomberg Barclays Short Term Municipal Bond ETF $244,000
PowerShares International Corporate Bond Portfolio $242,000
Guggenheim BulletShares 2017 Corporate Bond ETF $225,000
Vanguard FTSE All-World ex-US Small-Cap Index Fund $218,000
Vanguard Total International Stock Index Fund $218,000
Guggenheim BulletShares 2018 Corporate Bond ETF $210,000

    Assets

    Assets

    Last updated on June 13, 2019
      • $4.6B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 290
        Accounts
      • $15.9M
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.

    Advisors

    Current Advisors

    # of advisors

    14

    name start date
    Steven John Varrone
    January 2014
    James Michael Bernard
    August 2011
    John Patrick Kane
    August 2011
    Richard Anthony Barone
    July 2012
    Daniel Gerard Thelen
    May 2013

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Ancora Family Wealth Advisors, LLC -- --
      Ancora Retirement Plan Advisors Inc. IAR $430,941,942
      Inverness Life Services, LLC -- --
      Inverness Securities, LLC Broker-Dealer --
      Source Insurance -- --

        Leadership

        Ownership

        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Bradley Alan Zucker Chief Financial Officer January, 2003 less than 5%
        Frederick David Disanto Chief Executive Officer, Chairman November, 2006 less than 5%
        John Pewters Micklitsch Chief Investment Officer September, 2013 less than 5%
        Jason P Geers Chief Compliance Officer June, 2016 less than 5%
        Joseph Michael Spidalieri Chief Operating Officer March, 2017 less than 5%
        Tricia Marie Cunningham Risk Officer August, 2018 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Fixed Fees
          • Performance-Based Fees