Ashford Advisors, LLC
Firm details
- Headquarters
- Pittsford, New York
- CRD number
- 114238
- Registered since
- September 10, 2001
- 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, SEC-registered RIA organized as an LLC and operating since 2001. The firm acts as a capital allocator for both individual/family and institutional clients and offers financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its fee arrangements include percentage-of-AUM billing, fixed fees, and performance-based components. The firm identifies as an active ESG investor.
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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