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ASHFORD ADVISORS, LLC
CRD 114238 · SEC 801-60563
30 B GROVE STREET, PITTSFORD, NY, 14534, United States
Phone
585-697-0362
Fax
585-697-0367
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$942.7M
Discretionary AUM
$701.8M
Team
8 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees; Performance-based fees; CARRIED INTEREST
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersCONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 51 | $812.2M |
| Charitable organizations | 8 | $52.8M |
| Corporations/business entities | 20 | $77.7M |
States served
CA, DC, MA, NY, NH, FL
Official SEC filing: View on IAPD