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 registered investment adviser organized as an LLC and operating since 2001. The firm serves both individual and family clients as well as institutional accounts, and it functions as a capital allocator that selects and places capital with third-party managers. Advisory services include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its fee schedule combines percentage-of-assets, fixed fees, performance-based fees and other arrangements. Ashford identifies as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
$485M in ETFs
100%
$485M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $256M | 341,964 | 52.76% |
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
Similar firms
Develop Capital Partners, LP
RIAPittsford, NY
High Probability Advisors, LLC
RIAPittsford, NY
Armbruster Capital Management, Inc.
RIAPittsford, NY
Generation Capital Management LLC
RIAPittsford, NY
Kickstand Wealth Advisors
RIAPittsford, NY
Flower City Capital LLC
RIAPittsford, NY