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ASHFORD ADVISORS, LLC
30 B Grove Street
Pittsford, New York 14534
Tel: 585-697-0362
About ASHFORD ADVISORS, LLC
ASHFORD ADVISORS, LLC, formally registered with the SEC as ASHFORD ADVISORS, LLC. The firm was established in 09/10/2001. They have over 1 offices throughout the country.
ASHFORD ADVISORS, LLC is a Pittsford, New York based Financial Planning firm with nearly $640,667,143 assets under management, offering retirement planning & investment advisory services to 222 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 114238 |
| SEC# | 801-60563 |
| Assets Managed by Firm | $640,667,143 |
| No. of Clients | 222 |
| No. of Advisors | 8 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
- Other(CARRIED INTEREST)
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 222 | $640,667,143 |
| High net worth individuals | 51 | $515,262,481 |
| Charitable organizations | 8 | $71,998,104 |
| Corporations or other businesses | 22 | $53,406,558 |
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|---|---|---|---|
| $11,491,898,634,658 | 32 | 2 | |
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| $1,185,061,196,999 | 2233188 | 28000 | |
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