ASHFORD ADVISORS, LLC
CRD #114238 SEC #801-60563 PITTSFORD, NY 585-697-0362
SEC Registered
Total AUM
$829M
Discretionary
$646.2M
Employees
9
Clients
25
Accounts
214
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MARTIN, PATRICK, DANIEL | I | MEMBER/MANAGER/CCO | E | Control |
| MARTIN, PATRICK, DANIEL | I | MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| MARTIN, PATRICK, DANIEL | I | MEMBER/MANAGER | E | Control |
| MARTIN, PATRICK, DANIEL | I | MEMBER/MANAGER | E | Control |
| MARTIN, PATRICK, DANIEL | I | MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| MARTIN, PATRICK, DANIEL | I | MEMBER/MANAGER | E | Control |
| MARTIN, PATRICK, DANIEL | I | MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| MARTIN, PATRICK, DANIEL | I | MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| MARTIN, PATRICK, DANIEL | I | MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| MARTIN, PATRICK, DANIEL | I | MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| MARTIN, PATRICK, DANIEL | I | MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| MARTIN, PATRICK, DANIEL | I | MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER | D | Control |
| MARTIN, PATRICK, DANIEL | I | MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER | D | Control |
| MARTIN, PATRICK, DANIEL | I | MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER | D | Control |
| MARTIN, PATRICK, DANIEL | I | MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER | D | Control |
| MARTIN, PATRICK, DANIEL | I | MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER | D | Control |
| MARTIN, PATRICK, DANIEL | I | MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER | D | Control |
| MARTIN, PATRICK, DANIEL | I | MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER | D | Control |
| MARTIN, PATRICK, DANIEL | I | MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER | D | Control |
| MARTIN, PATRICK, DANIEL | I | MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER | D | Control |
| MARTIN, PATRICK, DANIEL | I | MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER | D | Control |
| MARTIN, PATRICK, DANIEL | I | MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER | D | Control |
| MARTIN, PATRICK, DANIEL | I | MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER | D | Control |
| THISSE, JEREMIAH, ANTHONY | I | MEMBER/CHIEF EXECUTIVE OFFICER | D | |
| THISSE, JEREMIAH, ANTHONY | I | MEMBER/CHIEF EXECUTIVE OFFICER | D | |
| THISSE, JEREMIAH, ANTHONY | I | MEMBER/CHIEF EXECUTIVE OFFICER | D | |
| THISSE, JEREMIAH, ANTHONY | I | MEMBER/CHIEF EXECUTIVE OFFICER | D | Control |
| THISSE, JEREMIAH, ANTHONY | I | MEMBER/CHIEF EXECUTIVE OFFICER | D | Control |
| THISSE, JEREMIAH, ANTHONY | I | MEMBER/CHIEF EXECUTIVE OFFICER | D | Control |
| THISSE, JEREMIAH, ANTHONY | I | MEMBER/CHIEF EXECUTIVE OFFICER | D | Control |
| MARTIN, PATRICK, DANIEL | I | MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER | C | Control |
| MARTIN, PATRICK, DANIEL | I | MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER | C | Control |
| MARTIN, PATRICK, DANIEL | I | MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER | C | Control |
| MARTIN, PATRICK, DANIEL | I | MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER | C | Control |
| MARTIN, PATRICK, DANIEL | I | MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER | C | Control |
| MARTIN, PATRICK, DANIEL | I | MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER | C | Control |
| MARTIN, PATRICK, DANIEL | I | MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER | C | Control |
| THISSE, JEREMIAH, ANTHONY | I | MEMBER/CHIEF INVESTMENT OFFICER | C | |
| THISSE, JEREMIAH, ANTHONY | I | MEMBER/CHIEF INVESTMENT OFFICER | C | |
| THISSE, JEREMIAH, ANTHONY | I | MEMBER/CHIEF INVESTMENT OFFICER | C | |
| THISSE, JEREMIAH, ANTHONY | I | MEMBER/CHIEF INVESTMENT OFFICER | C | |
| THISSE, JEREMIAH, ANTHONY | I | MEMBER/CHIEF INVESTMENT OFFICER | C | |
| THISSE, JEREMIAH, ANTHONY | I | MEMBER/CHIEF INVESTMENT OFFICER | C | |
| THISSE, JEREMIAH, ANTHONY | I | MEMBER/CHIEF EXECUTIVE OFFICER | C | |
| THISSE, JEREMIAH, ANTHONY | I | MEMBER/CHIEF EXECUTIVE OFFICER | C | |
| THISSE, JEREMIAH, ANTHONY | I | MEMBER/CHIEF EXECUTIVE OFFICER | C | |
| THISSE, JEREMIAH, ANTHONY | I | MEMBER/CHIEF EXECUTIVE OFFICER | C | |
| THISSE, JEREMIAH, ANTHONY | I | MEMBER/CHIEF EXECUTIVE OFFICER | C | |
| THISSE, JEREMIAH, ANTHONY | I | MEMBER/CHIEF EXECUTIVE OFFICER | C | |
| THISSE, JEREMIAH, ANTHONY | I | MEMBER/CHIEF EXECUTIVE OFFICER | C | |
| THISSE, JEREMIAH, ANTHONY | I | MEMBER/CHIEF EXECUTIVE OFFICER | C | |
| ROES, BRIAN, SCOTT | I | MEMBER/CHIEF OPERATING OFFICER | B | |
| ROES, BRIAN, SCOTT | I | MEMBER/CHIEF OPERATING OFFICER | B | |
| ROES, BRIAN, SCOTT | I | MEMBER/CHIEF OPERATING OFFICER | B | |
| THISSE, JEREMIAH, ANTHONY | I | MEMBER/CHIEF INVESTMENT OFFICER | B | |
| THISSE, JEREMIAH, ANTHONY | I | MEMBER/CHIEF INVESTMENT OFFICER | B | |
| THISSE, JEREMIAH, ANTHONY | I | MEMBER/CHIEF INVESTMENT OFFICER | B |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (6)
CA DC FL MA NH NY
Address
30 B GROVE STREETPITTSFORD, NY 14534
United States
Phone: 585-697-0362