One Walkers Mill Road
Wilmington, Delaware 19807-2317
Tel: 302-655-1750
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 110696 |
SEC# | 801-15054 |
Assets Managed by Firm | $894,756,552 |
No. of Clients | 99 |
No. of Advisors | 15 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 99 | $894,756,552 |
Individuals (other than high net worth individuals) | 6 | $5,483,990 |
High net worth individuals | 57 | $281,247,364 |
Pension and profit sharing plans | Fewer than 5 clients | $48,141,310 |
Charitable organizations | 26 | $302,683,987 |
Corporations or other businesses | Fewer than 5 clients | $2,057,165 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$110,923,554,810 | 39 | 208 | |
$50,708,850,726 | 129 | 26 | |
WILMINGTON TRUST INVESTMENT ADVISORS, INC. Wilmington Trust Center, 1100 North Market Street Wilmington, DE, 19890-0001 | $16,496,928,966 | 3487 | 137 |
$14,772,401,948 | 10 | 35 | |
$12,393,033,000 | 6 | 36 |
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