Ashford Advisors, LLC

Ashford Advisors, LLC (CRD# 114238) is a financial advisory firm headquartered in Pittsford, NY. They manage $725,031,912 in 216 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
30 B Grove Street, Pittsford, NY 14534
By the Numbers
  • Total Assets Under Management
    725
    MILLION
  • Total Number of Accounts
    216
    ACCOUNTS
  • Average Account Value
    $3,356,629
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
The map below shows states where this firm has explicit registration only.

CA, DC, FL, MA, NH, NY

Financial Advisors at Ashford Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Patrick Martin, financial advisor Pittsford NY
Patrick D. Martin
CRD#: 4369705
30 B Grove Street, Pittsford, NY 14534

Patrick Martin (CRD# 4369705) is an Investment Advisor Representative working at Ashford Advisors, LLC in Pittsford, NY and has over 22 years of experience in the finance industry.

2
Jeremiah Thisse, financial advisor Pittsford NY
Jeremiah A. Thisse
CRD#: 5899602
30 B Grove Street, Pittsford, NY 14534

Jeremiah Thisse (CRD# 5899602) is an Investment Advisor Representative working at Ashford Advisors, LLC in Pittsford, NY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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