Kevin
Kale
Ancora Family Wealth Advisors, LLC
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About this Advisor
Kevin Kale is a financial advisor working out of Cleveland, Ohio with a total of 3 years of industry experience. Kale is currently employed by Ancora Family Wealth Advisors, LLC. Over the course of their career, they have held roles at Manning & Napier Investor Services, Inc, Manning & Napier Advisors, LLC, Halite Partners, LLC, Wealthstone Inc, Inverness Securities, Ancora Family Wealth Advisors and Us Bank. Kale maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Ohio. Ancora Family Wealth Advisors, LLC is a firm operating out of Cleveland, OH. The investment advisory business has offices in two locations and a total of 62 advisors. It manages $2 billion in assets between its 3,474 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 25 charities and foundations. Of its 3,474 client accounts, 97% are associated with high-net-worth clients who have greater than $1 million in assets. The advisory firm has a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial advice largely vary depending on the type of financial services. However, fee types charged by Ancora Family Wealth Advisors, LLC likely are comprised of asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ancora Family Wealth Advisors, LLC Brokerage Details
$2,258,611,511
62
3,474
$650,147
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Kevin Kale Work History
Kevin has been registered as a financial advisor for 3 years.*
Inverness Securities
Ancora Family Wealth Advisors
Us Bank
Halite Partners, LLC
Wealthstone Inc
Manning & Napier Investor Services, Inc
Manning & Napier Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kevin Kale to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ancora Family Wealth Advisors, LLC
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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