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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 $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 Status | Approved |
|---|---|
| Firm CRD# | 114238 |
| SEC# | 801-60563 |
| Assets Managed by Firm | $725,031,912 |
| No. of Clients | 216 |
| No. of Advisors | 8 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 216 | $725,031,912 |
| High net worth individuals | 51 | $611,223,972 |
| Charitable organizations | 7 | $47,151,367 |
| Corporations or other businesses | 23 | $66,656,573 |
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