ASHFORD ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$942,675,757
Discretionary
$701,814,335
Non-discretionary
$240,861,422
Firm details
- CRD number
- 114238
- SEC file number
- 801-60563
- Main office
- PITTSFORD, NY, United States
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees Performance-based Other
As of October 2026.