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ASHFORD CAPITAL MANAGEMENT INC

One Walkers Mill Road
Wilmington, Delaware 19807-2317
Tel: 302-655-1750

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About ASHFORD CAPITAL MANAGEMENT INC

ASHFORD CAPITAL MANAGEMENT INC, formally registered with the SEC as ASHFORD CAPITAL MANAGEMENT INC. The firm was established in 02/15/1980. They have over 1 offices throughout the country.

ASHFORD CAPITAL MANAGEMENT INC is a Wilmington, Delaware based Financial Planning firm with nearly $894,756,552 assets under management, offering retirement planning & investment advisory services to 99 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#110696
SEC#801-15054
Assets Managed by Firm$894,756,552
No. of Clients99
No. of Advisors15

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals and newsletters

Firm Client Information

No. of ClientsAUM
Firm Total99$894,756,552
Individuals (other than high net worth individuals)6$5,483,990
High net worth individuals57$281,247,364
Pension and profit sharing plansFewer than 5 clients$48,141,310
Charitable organizations26$302,683,987
Corporations or other businessesFewer than 5 clients$2,057,165

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