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ADAMS ASHBY FINANCIAL ADVISORS
3508 Cody Way
Suite 100
Sacramento, California 95864
Tel: 916-333-5989
About ADAMS ASHBY FINANCIAL ADVISORS
ADAMS ASHBY FINANCIAL ADVISORS, formally registered with the SEC as ADAMS ASHBY FINANCIAL ADVISORS. The firm was established in 10/16/2018. They have over 1 offices throughout the country.
ADAMS ASHBY FINANCIAL ADVISORS is a Sacramento, California based Financial Planning firm with nearly $442,516,036 assets under management, offering retirement planning & investment advisory services to 106 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 149683 |
| SEC# | 801-114137 |
| Assets Managed by Firm | $442,516,036 |
| No. of Clients | 106 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 106 | $442,516,036 |
| Individuals (other than high net worth individuals) | 14 | $3,283,747 |
| High net worth individuals | 15 | $436,337,801 |
| Pension and profit sharing plans | 8 | $2,579,800 |
| Charitable organizations | 1 | $314,688 |
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