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Theodore H.,iii Ashford

Ashford Capital Management Inc.

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About Theodore H.,iii Ashford

Theodore Ashford is a financial advisor who has worked for Ashford Capital Management Inc. since March 1994. Theodore is registered as an investment advisor in Delaware. Theodore has passed the Uniform Investment Adviser Law Examination. Ashford Capital Management Inc. is a Delaware-based investment advisor that provides portfolio management for individuals, businesses, and pooled investment vehicles. The firm also publishes periodicals.

Firm Information

Theodore Ashford 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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Theodore Ashford’s Registration & Firm History

DE

04/24/2021 - Present

Ashford Capital Management Inc. (WILMINGTON DE)

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Licenses & Designations

IA

Issued 04/24/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Theodore H.,iii Ashford.
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