CRD: 141587
Ashford Investment Advisors
$82.8M Total AUM
$82.8M Disc. AUM
-- 3Y CAGR
3 Employees
82 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Prudential
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-29-1998
- Office Locations
- 1
Office Locations
629 N Peninsula Drive Daytona Beach FL
About Ashford Investment Advisors
Ashford Investment Advisors is a Daytona Beach-based RIA. The firm has been operating for 27 years. Managing $82.8M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Prudential.
Team overview
65 AVG AGE
$27.6M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
18.5 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
27yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
K
Kathleen Walsh Dulko
Investment Advisor, President
- CRD
- #6623264
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
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T
THOMAS VICTOR MCGUIRE
Investment Advisor, President
- CRD
- #2558508
Available
Available
Available
M
MICHAEL DENNIS WALSH
Advisor
- CRD
- #721648
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,830,742 | -- |
| Non-Discretionary | $0 | -- |
| Total | $82,830,742 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Derivatives:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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