CRD: 289117
Dattilio & ASH Capital Management, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- HarborBeacon +more
- Established Date
- 06-26-2018
- Office Locations
- 1
Office Locations
About Dattilio & ASH Capital Management, LLC
Dattilio & Ash Capital Management is a fee-only, fiduciary RIA in Lebanon, NH serving clients across NH, VT and MA. The firm provides customized investment planning and discretionary portfolio management for high-net-worth individuals and families, as well as trusts, businesses and charitable institutions. Portfolios are built primarily with ETFs, and accounts are custodied at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ANTHONY G ASH
Chief Compliance Officer, Investment Advisor, MANAGING DIRECTOR
- CRD
- #6146813
- Ownership
- 50% but less than 75%
David Anthony Dattilio
Advisor, MANAGING DIRECTOR
- CRD
- #6859349
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,346,328 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,346,328 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $18,346,328
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,985,031,279 | 49.3% |
| Equity - OTC | $4,098,196,468 | 50.7% |
| Total | $8,083,227,747 | 100.0% |