Ashford Investment Management, LLC

Ashford Investment Management, LLC (CRD# 172754) is a financial advisory firm headquartered in Dallas, TX. They manage $101,456,414 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $50,728,207
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

TX

Financial Advisors at Ashford Investment Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
James R. Hays
CRD#: 3266028
14185 Dallas Parkway, Suite 655, Dallas, TX 75254
93
Wealthminder
score

James Hays (CRD# 3266028) is an Investment Advisor Representative working at Ashford Investment Management, LLC in Dallas, TX and has over 17 years of experience in the finance industry.

2
Jeremy A. Robinson
CRD#: 4860877
14185 Dallas Parkway, Suite 655, Dallas, TX 75254
93
Wealthminder
score

Jeremy Robinson (CRD# 4860877) is an Investment Advisor Representative working at Ashford Investment Management, LLC in Dallas, TX and has over 12 years of experience in the finance industry.

3
Montgomery J. Bennett
CRD#: 6401118
14185 Dallas Parkway, Suite 1100, Dallas, TX 75254
87
Wealthminder
score

Montgomery Bennett (CRD# 6401118) is an Investment Advisor Representative working at Ashford Investment Management, LLC in Dallas, TX and has 1 year of experience in the finance industry.

4
Jeffrey L. Mah
CRD#: 6438804
14185 Dallas Parkway, Suite 655, Dallas, TX 75254
87
Wealthminder
score

Jeffrey Mah (CRD# 6438804) is an Investment Advisor Representative working at Ashford Investment Management, LLC in Dallas, TX and has 1 year of experience in the finance industry.

5
James A. Plohg
CRD#: 5124397
14185 Dallas Parkway, Suite 655, Dallas, TX 75254
87
Wealthminder
score

James Plohg (CRD# 5124397) is an Investment Advisor Representative working at Ashford Investment Management, LLC in Dallas, TX and has 1 year of experience in the finance industry.

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