ASHFORD ADVISORS, LLC

PITTSFORD, New York·2 registered advisors·CRD# 114238
SEC# 801-605630585-697-0362
01

Firm Overview

AUM
$725M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: CARRIED INTEREST
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ASHFORD ADVISORS, LLC

2 registered advisors
Jeremiah Anthony Thisse
PITTSFORD, New York
Patrick Daniel Martin
PITTSFORD, New York
05

Office Locations

PITTSFORD, New York
2 advisors

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Data sourced from SEC Form ADV filings. ASHFORD ADVISORS, LLC (CRD# 114238) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.