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Ashford Investment Advisors

Headquartered in DAYTONA BEACH, FL

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Firm Information

Ashford Investment Advisors is an investment advisory firm based in New York, NY, registered with the SEC. They provide advisory and reporting services, but do not manage client portfolios. They serve high net worth individuals, corporations and other businesses, individuals other than high net worth, and pension and profit sharing plans.

Ashford Investment Advisors

$63.28M

Assets Under Management

10

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advisory/reporting, but not portfolio management

Advisory/reporting, but not portfolio management

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

ASHFORD INVESTMENT ADVISORS has a total of 3 branch locations across the country.
location

DAYTONA BECH, FL

location

Jacksonville, FL

location

DAYTONA BEACH, FL

Advisors at Ashford Investment Advisors

View All 3 Advisors
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Thomas Victor McGuire

RA

DAYTONA BEACH, FL

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Kathleen Walsh Dulko

RA

DAYTONA BEACH, FL

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Michael Dennis Walsh

RA

DAYTONA BEACH, FL

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Disclosures

There are no public disclosures for Ashford Investment Advisors.

Frequently Asked Questions (8)

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