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Patrick Daniel Martin

ASHFORD ADVISORS, LLC·PITTSFORD, New York
Clean recordASHFORD ADVISORS, LLC
30 B GROVE STREET, PITTSFORD, NY 14534CRD# 4369705Firm CRD# 114238

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick Daniel Martin · PITTSFORD, NY
Registration
CRD #4369705 · ASHFORD ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Patrick Daniel Martin is a registered financial advisor based in PITTSFORD, New York, affiliated with ASHFORD ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ASHFORD ADVISORS, LLC
ASHFORD ADVISORS, LLC
AUM
$725M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at ASHFORD ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: CARRIED INTEREST
Regulatory
SEC/IARD CRD# 4369705
Firm CRD# 114238
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patrick Daniel Martin offer?
Patrick Daniel Martin specializes in Financial Planning, Investment Management. Contact their office in PITTSFORD, New York for a consultation.
What are Patrick Daniel Martin's credentials?
Patrick Daniel Martin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Daniel Martin located?
Patrick Daniel Martin is based in PITTSFORD, New York, working with ASHFORD ADVISORS, LLC. Their office serves clients in the PITTSFORD metropolitan area and surrounding communities.
How does Patrick Daniel Martin charge for services?
Patrick Daniel Martin's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: carried interest. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASHFORD ADVISORS, LLC?
ASHFORD ADVISORS, LLC has approximately 8 employees and manages $725M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ASHFORD ADVISORS, LLC

Jeremiah Anthony Thisse
PITTSFORD, NY

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