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Ashford Advisors, LLC

● SEC registered since 2001CRD 114238SEC# 801-60563Pittsford, NY
Export (members)
Reg. AUM
$829M
Employees
9
Accounts
214
Location
Pittsford, NY

Ashford Advisors, LLC assets under management

Ashford Advisors, LLC operates as an SEC-registered investment adviser based in Pittsford, NY. The firm has been registered since 2001. It reports $829 million in regulatory assets under management and employs 9 people.
View on SEC.gov ↗

Ashford Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jeremiah Anthony Thisse ControlMember/Chief Executive Officer50-75%2020
Patrick Daniel Martin ControlMember/Manager/Chief Compliance Officer25-50%2000

Frequently asked questions

How much does Ashford Advisors, LLC manage?

Ashford Advisors, LLC reports $829 million in regulatory assets under management on its Form ADV.

How many employees does Ashford Advisors, LLC have?

Ashford Advisors, LLC reports 9 employees.

Where is Ashford Advisors, LLC located?

Ashford Advisors, LLC is based in Pittsford, NY and has been SEC-registered since 2001.

Does Ashford Advisors, LLC disclose fund performance?

Ashford Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address30 B Grove Street, Pittsford, NY 14534
Phone585-697-0362
Fax585-697-0367
Office hours8:30 a.m. To 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$646.2M
Non-discretionary$182.8M
Total (RAUM)$829M