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- Custodian
- Assetmark
- Clients
- Retail
- Platforms
- Foundation frontier
- Established Date
- 03-21-2022
- Office Locations
- 1
Office Locations
About ARD Advisory Services, LLC
ARD Advisory Services (Advanced Retirement Design) is an Ohio-based RIA providing financial planning and wealth management for individuals, families, and business owners, including young professionals, retirement, and high-net-worth planning. Services span investment management, lifestyle and business planning, plus insurance solutions. Portfolios primarily use ETFs and public funds with a meaningful fixed-income sleeve, and the firm operates on the AssetMark platform.
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Owner & Executives
JOHN ROBERT DEITRICK
Chief Compliance Officer, Managing Member, Owner
- CRD
- #4630370
- Ownership
- 75% or more
TONY M PRITCHETT
--
- CRD
- #4594040
- Ownership
- 5% but less than 10%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,950,792 | -- |
| Non-Discretionary | $0 | -- |
| Total | $59,950,792 | -- |
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Separately Managed Accounts
Total SMA Asset: $59,950,792
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,336,687,691 | 27.3% |
| Equity - Exchange | $685,480,867 | 14.0% |
| Corporate - Investment Grade | $1,228,969,269 | 25.1% |
| Cash | $1,062,495,344 | 21.7% |
| Municipal Bonds | $582,658,738 | 11.9% |
| Total | $4,896,291,909 | 100.0% |