ASHFORD ADVISORS, LLC
Firm details
- Headquarters
- PITTSFORD, New York
- CRD number
- 114238
- Registered since
- September 10, 2001
- Website
- www.ashfordadvisors.net
- Custodians
- CHARLES SCHWAB & CO., INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees, Other
- Client types
- HNWI86.15%
- Corporations / Businesses8.24%
- Charitable Organizations5.6%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Ashford Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2001. The firm is owned by individuals and acts as a capital allocator, serving both individual & family clients as well as institutional investors. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers. Fee arrangements include percentage-of-AUM charging alongside fixed fees, performance-based fees, and other structures. The firm identifies as an active ESG investor and is not described as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- US Government Bonds24%
- Cash & Cash Equivalents7%
Owners & executives
1 of 1JEREMIAH THISSE
Chief Executive OfficerCRD 5899602
Contacts
1 of 1PATRICK MARTIN
PrincipalCRD 4369705
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 24Active vs passive
$430M in ETFs
100%
$430M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $235M | 360,435 | 54.77% |
Location
PITTSFORD, NY
MONROE
Location
PITTSFORD, NY
Headquartered in PITTSFORD, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- MONROE
- Address
- 30 Grove St
- Time zone
- ET (UTC-5)
- Office locations
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