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| Happy Holidays!! thanks for using AUM13F!! |
| Ashford Advisors LLC
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|---|---|
| CRD # | 114238 |
| SEC # | 801-60563 |
| CIK # | 0001861158 |
| AUM | $829.0 M (2025-03-26) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 585-697-0362 |
| Address | 30 B Grove Street Pittsford, NY 14534 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 52 | 704.8 |
| (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 | 8 | 51.0 |
| (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 | 73.1 |
| (n) Other | 0 | 0.0 |
| Total | 214 | 829.0 |
| By Discretionary | ||
| Discretionary | 183 | 646.2 |
| Non-Discretionary | 31 | 182.8 |
| Total | 214 | 829.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 829.0 | |
| Total | 214 | 829.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001861158] |
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