William
Koenig
Ancora Retirement Plan Advisors, LLC
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About this Advisor
William Koenig is a financial advisor based in Cleveland, Ohio, working with Ancora Retirement Plan Advisors, LLC. William has previously held positions at Safeguard Securities Inc, Source Companies, Source Insurance, and Inverness Securities LLC. William has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, William is part of Ancora Retirement Plan Advisors, LLC, which operates out of Cleveland, Ohio. The firm has 42 employees and manages assets totaling $1.1 billion. The firm serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, as well as other services. The fee structure at Ancora Retirement Plan Advisors, LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ancora Retirement Plan Advisors, LLC Brokerage Details
$1,056,233,620
42
149
$7,088,816
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Other
William Koenig Work History
Inverness Securities LLC
Safeguard Securities Inc
Source Companies
Source Insurance
Disclosures
Please visit the SEC profile of William Koenig 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 Retirement Plan Advisors, LLC
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
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