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Joseph Francis Petko

ASHFORD CAPITAL MANAGEMENT INC·WILMINGTON, Delaware
Unclaimed Profile
ONE WALKERS MILL ROAD, WILMINGTON, DE 19807-2317CRD# 4489313Firm CRD# 110696
01

About

Joseph Francis Petko is a registered financial advisor based in WILMINGTON, Delaware, affiliated with ASHFORD CAPITAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
ASHFORD CAPITAL MANAGEMENT INC
ASHFORD CAPITAL MANAGEMENT INC
AUM
$895M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at ASHFORD CAPITAL MANAGEMENT INC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4489313
Firm CRD# 110696
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Francis Petko offer?
Joseph Francis Petko specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WILMINGTON, Delaware for a consultation.
What are Joseph Francis Petko's credentials?
Joseph Francis Petko is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Francis Petko located?
Joseph Francis Petko is based in WILMINGTON, Delaware, working with ASHFORD CAPITAL MANAGEMENT INC. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.
How does Joseph Francis Petko charge for services?
Joseph Francis Petko's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASHFORD CAPITAL MANAGEMENT INC?
ASHFORD CAPITAL MANAGEMENT INC has approximately 15 employees and manages $895M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Margaret Cecelia Ritter — DT INVESTMENT PARTNERS, LLCNathaniel Becker Chase — CHARTLINE CAPITAL MANAGEMENT, LLCNancy Marie Romito — KALMAR INVESTMENT ADVISERSFord Bowman Draper — KALMAR INVESTMENT ADVISERSKevin Michael Keefe — REALTA INVESTMENT ADVISORS, INC
Nearby cities in Delaware
GREENVILLE (37)DOVER (27)LEWES (24)NEWARK (21)HOCKESSIN (12)
City Guides
GREENVILLE GuideDOVER GuideLEWES GuideNEWARK GuideHOCKESSIN Guide
Research
Advisor Fees in DelawareNational Fee Analysis
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