Ashford Advisors, LLC
● SEC registered since 2001CRD 114238SEC# 801-60563Pittsford, NY
Reg. AUM
$942.7M
Employees
8
Accounts
215
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 $942.7 million in regulatory assets under management and employs 8 people.
Ashford Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeremiah Anthony Thisse Control | Member/Chief Executive Officer | 50-75% | 2020 |
| Patrick Daniel Martin Control | Member/Manager/Chief Compliance Officer | 25-50% | 2000 |
Frequently asked questions
How much does Ashford Advisors, LLC manage?
Ashford Advisors, LLC reports $942.7 million in regulatory assets under management on its Form ADV.
How many employees does Ashford Advisors, LLC have?
Ashford Advisors, LLC reports 8 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
| Address | 30 B Grove Street, Pittsford, NY 14534 |
| Phone | 585-697-0362 |
| Fax | 585-697-0367 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$942.7M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$942.7Mregulatory AUM
Discretionary $701.8MNon-discretionary $240.9M