Paul
Mccormack
Ancora Family Wealth Advisors, LLC
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About this Advisor
Paul Mccormack is a certified financial planner working out of Cleveland, Ohio with 13 years of relevant experience. Mccormack is an advisor for Ancora Family Wealth Advisors, LLC. The advisor has gained experience at Inverness Securities, LLC and Inverness Investment Group. Mccormack holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to advise clients in Ohio. Ancora Family Wealth Advisors, LLC is an advisory company based out of Cleveland, OH. It has offices in two locations and a total of 62 employees. It manages $2 billion in assets under management across its 3,474 customer accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advisory services to 25 charitable organizations. Of its 3,474 client accounts, 97% are associated with high-net-worth individuals who have more than $1 million in investable assets. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial management fees vary depending on which services the firm provides the client. However, fee types billed by Ancora Family Wealth Advisors, LLC most likely include 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
Paul Mccormack Work History
Paul has been registered as a financial advisor for 13 years.*
Inverness Securities, LLC
Inverness Investment Group
*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 Paul Mccormack 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
