Ashland Investment Advisers

Ashland Investment Advisers (CRD# 139525) is a financial advisory firm headquartered in Torrance, CA. They manage $38,000,000 in 283 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    283
    ACCOUNTS
  • Average Account Value
    $134,276
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CA, TX

Financial Advisors at Ashland Investment Advisers
Showing 1 - 2 of 2 top financial advisors.
1
Theodore S. Jennings
CRD#: 2512215
3858 West Carson Street, Suite 120, Torrance, CA 90503
90
Wealthminder
score

Theodore Jennings (CRD# 2512215) is an Investment Advisor Representative working at Ashland Investment Advisers in Torrance, CA and has over 5 years of experience in the finance industry.

2
John P. Kirk
CRD#: 270637
3858 Carson Street, Suite 120, Torrance, CA 90503
66
Wealthminder
score

John Kirk (CRD# 270637) is an Investment Advisor Representative working at Ashland Investment Advisers in Torrance, CA and has over 10 years of experience in the finance industry. John Kirk has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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