Ashley Financial Services, P.a., Cpa

Ashley Financial Services, P.a., Cpa (CRD# 141952) is a financial advisory firm headquartered in Lakeland, FL. They manage $50,370,492 in 229 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    229
    ACCOUNTS
  • Average Account Value
    $219,958
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, MT

Financial Advisors at Ashley Financial Services, P.a., Cpa
Showing 1 - 2 of 2 top financial advisors.
1
Patricia J. Ashley
CRD#: 2985259
Fort Pierce, FL
93
Wealthminder
score

Patricia Ashley (CRD# 2985259) is an Investment Advisor Representative working at Ashley Financial Services, P.a., Cpa in Fort Pierce, FL and has over 19 years of experience in the finance industry.

2
Frank M. Ashley,iii
CRD#: 2578195
Fort Pierce, FL
87
Wealthminder
score

Frank Ashley,iii (CRD# 2578195) is an Investment Advisor Representative working at Ashley Financial Services, P.a., Cpa in Fort Pierce, FL and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.