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ASHFORD ADVISORS, LLC

30 B Grove Street
Pittsford, New York 14534
Tel: 585-697-0362

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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 $725,031,912 assets under management, offering retirement planning & investment advisory services to 216 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#114238
SEC#801-60563
Assets Managed by Firm$725,031,912
No. of Clients216
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based
  • Other (CARRIED INTEREST)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
  • Other (CONSULTING SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total216$725,031,912
High net worth individuals51$611,223,972
Charitable organizations7$47,151,367
Corporations or other businesses23$66,656,573

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