President · Ancora Private Wealth Advisors, LLC
John G. Bartels
CRD 2780646 · Named on Form ADV at one SEC-registered adviser
At a glance
Ancora Private Wealth Advisors, LLC, an SEC-registered wealth manager based in Cleveland, OH with $3.9 billion in regulatory assets, lists John G. Bartels on its Form ADV as President, a control person.
Firms and roles
- Ancora Private Wealth Advisors, LLCPresidentWealth manager · Cleveland, OH · $3.9B in regulatory assets
AtlasMembers
John’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Frederick D. DisantoChairman & Chief Executive Officer, Ancora Private Wealth Advisors, LLC
- John P. MicklitschPresident, Ancora Private Wealth Advisors, LLC
- Jason P GeersChief Compliance Officer, Ancora Private Wealth Advisors, LLC
- Matthew M. D'AnniballeChief Financial Officer, Ancora Private Wealth Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.