PPrivate Fund Data Log in Join · $37/mo

Ashton Thomas Securities, LLC

● SEC registered since 2008CRD 16629SEC# 801-69225Rochester, NY
Export (members)
Reg. AUM
$1.72B
Employees
75
Accounts
2,599
Location
Rochester, NY

Ashton Thomas Securities, LLC assets under management

Ashton Thomas Securities, LLC is an investment advisory firm registered with the SEC based in Rochester, NY. The firm has been registered since 2008. It reports $1.7 billion in regulatory assets under management and employs 75 people.

Ashton Thomas Securities, LLC owners & executives

10 reported
NameTitleOwnershipSince
Explorer Investment Holdings, LLC ControlMemberOver 75%2023
Joseph Anthony Lanzisera ControlPresident And Chief Financial OfficerUnder 5%1997
Kimberly Johnson ControlChief Compliance OfficerUnder 5%2025
See all 10 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Ashton Thomas Securities, LLC manage?

Ashton Thomas Securities, LLC reports $1.7 billion in regulatory assets under management on its Form ADV.

How many employees does Ashton Thomas Securities, LLC have?

Ashton Thomas Securities, LLC reports 75 employees.

Where is Ashton Thomas Securities, LLC located?

Ashton Thomas Securities, LLC is based in Rochester, NY and has been SEC-registered since 2008.

Does Ashton Thomas Securities, LLC disclose fund performance?

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

Contact & registration

Address200 Canal View Blvd., Suite 204, Rochester, NY 14623
Phone800-323-3746
Fax602-734-5495
Office hours5-Sep
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.64B
Non-discretionary$82.5M
Total (RAUM)$1.72B