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ASHTON THOMAS PRIVATE WEALTH

8605 East Raintree Drive
Suite 280
Scottsdale, Arizona 85260
Tel: 602-732-4745

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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 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.

Firm Information

SEC Current StatusApproved
Firm CRD#153902
SEC#801-71512
Assets Managed by Firm$2,891,584,875
No. of Clients5334
No. of Advisors58

Fee Structure

  • A percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
  • Other (VARIABLE PRODUCT MODEL DESIGN AND MAINTENANCE)

Firm Client Information

No. of ClientsAUM
Firm Total5334$2,891,584,875
Individuals (other than high net worth individuals)1380$539,556,119
High net worth individuals658$2,139,370,968
Pension and profit sharing plans31$74,688,059
Charitable organizations25$24,996,324
Corporations or other businesses59$112,973,405

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