|
⚲
|
| Ashford Advisors LLC
✚
| |
|---|---|
| CRD # | 114238 |
| SEC # | 801-60563 |
| CIK # | 0001861158 |
| AUM | $725.0 MM (2024-03-28) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 585-697-0362 |
| Address | 30 B Grove Street Pittsford, NY 14534 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 51 | 611.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 47.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 23 | 66.7 |
| (n) Other | 0 | 0.0 |
| Total | 216 | 725.0 |
| By Discretionary | ||
| Discretionary | 186 | 590.8 |
| Non-Discretionary | 30 | 134.2 |
| Total | 216 | 725.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 725.0 | |
| Total | 216 | 725.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001861158] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wealthtrust Axiom LLC
✚
|
PA | 0.7 |
|
Olstein Capital Management LP
✚
|
NY | 0.7 |
|
MBE Wealth Management LLC
✚
|
WI | 0.7 |
|
Schnieders Capital Management LLC
✚
|
CA | 0.7 |
|
Spectrum Investment Advisors Inc
✚
|
WI | 0.7 |
|
All Star Financial LLC
✚
|
MN | 0.7 |
|
Keudell Morrison Wealth Management LLC
✚
|
OR | 0.7 |
|
Bedell Frazier Investment Counselling LLC
✚
|
CA | 0.7 |
|
Advanced Asset Management Advisors Inc
✚
|
OH | 0.7 |
|
Fountainhead Capital Management LLC
✚
|
NJ | 0.7 |