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Home > Retirement Planners > tennessee > tullahoma > ASHDON INVESTMENT MANAGEMENT, LLC
ASHDON INVESTMENT MANAGEMENT, LLC
214 E. Grundy Street
Tullahoma, Tennessee 37388
Tel: 931-461-5733
About ASHDON INVESTMENT MANAGEMENT, LLC
ASHDON INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as ASHDON INVESTMENT MANAGEMENT, LLC. The firm was established in 07/23/2007. They have over 2 offices throughout the country.
ASHDON INVESTMENT MANAGEMENT, LLC is a Tullahoma, Tennessee based Financial Planning firm with nearly $402,714,205 assets under management, offering retirement planning & investment advisory services to 187 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 130180 |
| SEC# | 801-68173 |
| Assets Managed by Firm | $402,714,205 |
| No. of Clients | 187 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 187 | $402,714,205 |
| Individuals (other than high net worth individuals) | 43 | $14,561,998 |
| High net worth individuals | 18 | $365,645,148 |
| Charitable organizations | Fewer than 5 clients | $22,507,059 |
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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $651,482,000,000 | 62140 | 4565 | |
| $14,371,072,726 | 37 | 37 | |
| $13,961,190,744 | 9 | 48 | |
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| $10,409,129,905 | 208 | 42 |
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