Ancora West Advisors, LLC
● SEC registered since 2017CRD 285644SEC# 801-108879Reno, NV
Reg. AUM
$51.9M
Employees
5
Accounts
1
Location
Reno, NV
Ancora West Advisors, LLC assets under management
Ancora West Advisors, LLC is an SEC-registered investment adviser based in Reno, NV. The firm has been registered since 2017. It reports $51.9 million in regulatory assets under management and employs 5 people.
Ancora West Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Barone Liquidity Investments, LLC Control | Member | 50-75% | 2005 |
| Joshua Anthony Barone Control | Chief Compliance Officer, Managing Member | 25-50% | 2005 |
| Robert Nicholas Barone Control | Managing Member | — | 1999 |
Frequently asked questions
How much does Ancora West Advisors, LLC manage?
Ancora West Advisors, LLC reports $51.9 million in regulatory assets under management on its Form ADV.
How many employees does Ancora West Advisors, LLC have?
Ancora West Advisors, LLC reports 5 employees.
Where is Ancora West Advisors, LLC located?
Ancora West Advisors, LLC is based in Reno, NV and has been SEC-registered since 2017.
Does Ancora West Advisors, LLC disclose fund performance?
Ancora West Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1 East Liberty Street, Suite 406, Reno, NV 89501 |
| Phone | 775-284-7778 |
| Fax | 775-284-7779 |
| Office hours | 9:00 a.m. - 4:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$51.9M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$51.9Mregulatory AUM
Discretionary $51.9M