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ASHTON THOMAS PRIVATE WEALTH
15279 N Scottsdale Road
Suite B2-215
Scottsdale, Arizona 85254
Tel: 602-732-4745
About ASHTON THOMAS PRIVATE WEALTH
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 18 offices throughout the country.
ASHTON THOMAS PRIVATE WEALTH is a Scottsdale, Arizona based Financial Planning firm with nearly $2,003,187,684 assets under management, offering retirement planning & investment advisory services to 4533 clients. The firm is staffed with 48 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 153902 |
| SEC# | 801-71512 |
| Assets Managed by Firm | $2,003,187,684 |
| No. of Clients | 4533 |
| No. of Advisors | 48 |
Fee Structure
- A Percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4533 | $2,003,187,684 |
| Individuals (other than high net worth individuals) | 1243 | $424,186,224 |
| High net worth individuals | 488 | $1,458,415,727 |
| Pension and profit sharing plans | 19 | $44,456,652 |
| Charitable organizations | 5 | $8,079,598 |
| Corporations or other businesses | 29 | $68,049,483 |
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