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| Keyboard |
| Ashford Advisors LLC
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|
|---|---|
| CRD # | 114238 |
| SEC # | 801-60563 |
| CIK # | 0001861158 |
| AUM | 942.7 M (2026-03-18) |
| Employees | 8 (38% 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) | 51 | 812.2 |
| (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 | 8 | 52.8 |
| (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 | 20 | 77.7 |
| (n) Other | 0 | 0.0 |
| Total | 215 | 942.7 |
| By Discretionary | ||
| Discretionary | 185 | 701.8 |
| Non-Discretionary | 30 | 240.9 |
| Total | 215 | 942.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 942.7 | |
| Total | 215 | 942.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001861158] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
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