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Building 2ASHFORD ADVISORS, LLC

Map pinPITTSFORD, NY
Phone585-697-0362
NotebookSEC #801-60563
Total AUM
$942.7M
Employees
8
Clients
79

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30 B GROVE STREET
PITTSFORD
NY 14534
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
585-697-0362

ReceiptFinancials

Total AUM
$942.7M
Accounts
215
Discretionary
$701.8M
Accounts
185
Non-Discretionary
$240.9M
Accounts
30

ContactClients

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HNW Individual Clients
51
AUM
$812.2M
Charitable Organization Clients
8
AUM
$52.8M
Corporation or Business Clients
20
AUM
$77.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
CARRIED INTEREST

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLMANHNY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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