Ashford Investment Advisors

Ashford Investment Advisors (CRD# 141587) is a financial advisory firm headquartered in Daytona Beach, FL. They manage $63,276,505 in 192 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
629 N Peninsula Drive, Daytona Beach, FL 32118
https://www.linkedin.com/in/kathleen-dulko-42aa9b16
By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    192
    ACCOUNTS
  • Average Account Value
    $329,565
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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.

FL, TX

Financial Advisors at Ashford Investment Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Kathleen Dulko, financial advisor Daytona Beach FL
Kathleen W. Dulko
CRD#: 6623264
629 N Peninsula Drive, Daytona Beach, FL 32118

Kathleen Dulko (CRD# 6623264) is an Investment Advisor Representative working at Ashford Investment Advisors in Daytona Beach, FL and has over 8 years of experience in the finance industry.

2
Thomas McGuire, financial advisor Daytona Beach FL
Thomas V. McGuire
CRD#: 2558508
629 N Peninsula Drive, Daytona Beach, FL 32118

Thomas McGuire (CRD# 2558508) is an Investment Advisor Representative working at Ashford Investment Advisors in Daytona Beach, FL and has over 25 years of experience in the finance industry.

3
Michael Walsh, financial advisor Daytona Beach FL
Michael D. Walsh
CRD#: 721648
629 N Peninsula Drive, Daytona Beach, FL 32118

Michael Walsh (CRD# 721648) is an Investment Advisor Representative working at Ashford Investment Advisors in Daytona Beach, FL and has over 31 years 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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