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Kathleen Walsh Dulko

Ashford Investment Advisors

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About Kathleen Walsh Dulko

Kathleen Dulko is an Investment Advisor Representative at Ashford Investment Advisors. Kathleen has been in the industry since 2010 and has a Series 65 license. Kathleen is registered with the state of Florida and specializes in retirement planning, college savings and long-term care planning.

Firm Information

Kathleen Dulko is currently registered with Ashford Investment Advisors. 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.

$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.

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Kathleen Dulko’s Registration & Firm History

FL

01/30/2025 - Present

Ashford Investment Advisors (DAYTONA BEACH FL)

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Licenses & Designations

IA

Issued 04/13/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kathleen Walsh Dulko.
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