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
Ashford Advisors, LLC
By the Numbers
-
Total Assets Under Management725MILLION
-
Total Number of Accounts216ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, DC, FL, MA, NH, NY
Financial Advisors at Ashford Advisors, LLC
1
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 (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.
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