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ASHWOOD ADVISORS
ASHWOOD ADVISORS, LLC
CRD 128811 · SEC 801-136062
5 NORTH MEADOWS ROAD, MEDFIELD, MA, 02052, United States
Phone
(508) 359-9442
Fax
(508) 359-2494
Registration
— (—)
Source
State registered
Total AUM
$126.9M
Discretionary AUM
$71.7M
Team
3 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 90 | $31.6M |
| High net worth individuals | 20 | $95.3M |
All web addresses on file
Official SEC filing: View on IAPD