Overview
Assets Under Management: $895 million
Headquarters: WILMINGTON, DE
High-Net-Worth Clients: 57
Average Client Assets: $5 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 31.43
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 99
Discretionary Accounts: 99
Regulatory Filings
CRD Number: 110696
Last Filing Date: 2024-12-19 00:00:00
Website: https://ashfordcapital.com