Ashford Investment Advisors

Ashford Investment Advisors (CRD# 141587) is a financial advisory firm headquartered in Daytona Beach, FL. They manage $50,877,345 in 129 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    129
    ACCOUNTS
  • Average Account Value
    $394,398
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
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.

FL

Financial Advisors at Ashford Investment Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Thomas V. McGuire
CRD#: 2558508
149 E. International Speedway Blvd., Daytona Beach, FL 32118
93
Wealthminder
score

Thomas McGuire (CRD# 2558508) is an Investment Advisor Representative working at Ashford Investment Advisors in Daytona Beach, FL and has over 18 years of experience in the finance industry.

2
Michael D. Walsh
CRD#: 721648
149 E. International Speedway Blvd., Daytona Beach, FL 32118
93
Wealthminder
score

Michael Walsh (CRD# 721648) is an Investment Advisor Representative working at Ashford Investment Advisors in Daytona Beach, FL and has over 24 years of experience in the finance industry.

3
Leslie M. Wojcik
CRD#: 5928501
149 E. International Speedway Blvd., Daytona Beach, FL 32118
90
Wealthminder
score

Leslie Wojcik (CRD# 5928501) is an Investment Advisor Representative working at Ashford Investment Advisors in Daytona Beach, FL and has over 5 years of experience in the finance industry.

4
Kathleen W. Dulko
CRD#: 6623264
149 E. International Speedway Blvd., Daytona Beach, FL 32118
87
Wealthminder
score

Kathleen Dulko (CRD# 6623264) is an Investment Advisor Representative working at Ashford Investment Advisors in Daytona Beach, FL and has 1 year of experience in the finance industry.

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