8605 East Raintree Drive
Suite 280
Scottsdale, Arizona 85260
Tel: 602-732-4745
ASHTON THOMAS PRIVATE WEALTH, formally registered with the SEC as ASHTON THOMAS PRIVATE WEALTH. The firm was established in 06/15/2010. They have over 23 offices throughout the country.
ASHTON THOMAS PRIVATE WEALTH is a Scottsdale, Arizona based Financial Planning firm with nearly $2,891,584,875 assets under management, offering retirement planning & investment advisory services to 5334 clients. The firm is staffed with 58 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 153902 |
SEC# | 801-71512 |
Assets Managed by Firm | $2,891,584,875 |
No. of Clients | 5334 |
No. of Advisors | 58 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 5334 | $2,891,584,875 |
Individuals (other than high net worth individuals) | 1380 | $539,556,119 |
High net worth individuals | 658 | $2,139,370,968 |
Pension and profit sharing plans | 31 | $74,688,059 |
Charitable organizations | 25 | $24,996,324 |
Corporations or other businesses | 59 | $112,973,405 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$94,557,613,744 | 437201 | 6838 | |
$57,786,360,253 | 69 | 121 | |
$32,630,475,936 | 25 | 152 | |
$22,942,793,322 | 142 | 123 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $9,326,336,708 | 43221 | 570 |
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