Ashford Advisors, LLC

Ashford Advisors, LLC (CRD# 114238) is a financial advisory firm headquartered in Pittsford, NY. They manage $351,259,778 in 227 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    351
    MILLION
  • Total Number of Accounts
    227
    ACCOUNTS
  • Average Account Value
    $1,547,400
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DC, FL, MA, NH, NY

Financial Advisors at Ashford Advisors, LLC
No Advisor Found.
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