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).
Current Firm Details
Ashley Financial Services, P.a., Cpa
By the Numbers
-
Total Assets Under Management50MILLION
-
Total Number of Accounts229ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MT
Financial Advisors at Ashley Financial Services, P.a., Cpa
No Advisor Found.
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