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Joseph Francis Petko

Ashford Capital Management Inc.

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About Joseph Francis Petko

Joseph Francis Petko, a Chartered Financial Analyst, is a Registered Investment Advisor Representative with Ashford Capital Management Inc. Joseph has been registered with the state of Delaware since May 2018. Joseph has been in the financial services industry since June 2000. The firm is headquartered in Wilmington, Delaware. Joseph specializes in providing financial planning and investment advice to high net worth individuals, charitable organizations, and pooled investment vehicles. The firm also offers investment management services for businesses. Ashford Capital Management, Inc. has over $894 Million under management.

Firm Information

Joseph Petko is currently registered with Ashford Capital Management Inc.. Ashford Capital Management Inc. is an investment advisor based in WILMINGTON, DE. The firm manages approximately $894,756,552 in assets for 99 clients. Ashford Capital Management Inc. offers portfolio management services for individuals, businesses, and pooled investment vehicles. They also publish periodicals. The firm has 5 investment advisor representatives and 9 investment advisory functions.
Ashford Capital Management Inc.

ONE WALKERS MILL ROAD

WILMINGTON, DE 19807-2317

$894.76M

Assets Under Management

Not reported

Total Clients

5

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Joseph Petko’s Registration & Firm History

DE

05/26/2018 - Present

Ashford Capital Management Inc. (WILMINGTON DE)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Francis Petko.
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