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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $829M | $646.2M | $182.8M | 9 | 0 |
| Mar 2025 | $829M | $646.2M | $182.8M | 9 | 0 |
| Mar 2024 | $725M | $590.8M | $134.2M | 8 | 0 |
| Mar 2024 | $725M | $590.8M | $134.2M | 8 | 0 |
| Mar 2023 | $640.7M | $472.7M | $167.9M | 8 | 0 |
| Mar 2023 | $640.7M | $472.7M | $167.9M | 8 | 0 |
| Jan 2023 | $760.4M | $583.6M | $176.8M | 9 | 0 |
| Mar 2022 | $760.4M | $583.6M | $176.8M | 9 | 0 |
| Mar 2022 | $760.4M | $583.6M | $176.8M | 9 | 0 |
| Aug 2021 | $639.6M | $439M | $200.6M | 9 | 0 |
| Mar 2021 | $639.6M | $439M | $200.6M | 9 | 0 |
| Mar 2021 | $639.6M | $439M | $200.6M | 9 | 0 |
| Jun 2020 | $541.7M | $387.1M | $154.7M | 9 | 0 |
| May 2020 | $541.7M | $387.1M | $154.7M | 9 | 0 |
| Mar 2020 | $541.7M | $387.1M | $154.7M | 9 | 0 |
| Mar 2019 | $483.8M | $352.2M | $131.6M | 9 | 0 |
| Mar 2018 | $455.4M | $341.7M | $113.7M | 8 | 0 |
| Mar 2017 | $387.9M | $285.5M | $102.4M | 9 | 26 |
| Mar 2016 | $351.3M | $252.5M | $98.8M | 9 | 26 |
| Mar 2015 | $361.4M | $246.5M | $114.8M | 9 | 26 |
| Mar 2014 | $415.9M | $284.5M | $131.4M | 9 | 26 |
| Mar 2013 | $382.7M | $268.1M | $114.6M | 8 | 26 |
| Dec 2012 | $354.6M | $245.6M | $109M | 7 | 26 |
| Mar 2012 | $354.6M | $245.6M | $109M | 6 | 26 |
| Mar 2008 | $291.2M | $183.8M | $107.5M | 10 | -- |
| Mar 2007 | $248.1M | $150M | $98.2M | 10 | -- |
| Mar 2006 | $201.5M | $197.2M | $4.3M | 10 | -- |
| Mar 2004 | $229.3M | $211.2M | $18.1M | 5 | -- |
| Mar 2002 | $483.5M | $164.7M | $318.8M | 5 | -- |
| Sep 2001 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$829M
Discretionary$646.2M
Non-Disc.$182.8M
Employees9
Clients0
DateMar 2025
Total AUM$829M
Discretionary$646.2M
Non-Disc.$182.8M
Employees9
Clients0
DateMar 2024
Total AUM$725M
Discretionary$590.8M
Non-Disc.$134.2M
Employees8
Clients0
DateMar 2024
Total AUM$725M
Discretionary$590.8M
Non-Disc.$134.2M
Employees8
Clients0
DateMar 2023
Total AUM$640.7M
Discretionary$472.7M
Non-Disc.$167.9M
Employees8
Clients0
DateMar 2023
Total AUM$640.7M
Discretionary$472.7M
Non-Disc.$167.9M
Employees8
Clients0
DateJan 2023
Total AUM$760.4M
Discretionary$583.6M
Non-Disc.$176.8M
Employees9
Clients0
DateMar 2022
Total AUM$760.4M
Discretionary$583.6M
Non-Disc.$176.8M
Employees9
Clients0
DateMar 2022
Total AUM$760.4M
Discretionary$583.6M
Non-Disc.$176.8M
Employees9
Clients0
DateAug 2021
Total AUM$639.6M
Discretionary$439M
Non-Disc.$200.6M
Employees9
Clients0
DateMar 2021
Total AUM$639.6M
Discretionary$439M
Non-Disc.$200.6M
Employees9
Clients0
DateMar 2021
Total AUM$639.6M
Discretionary$439M
Non-Disc.$200.6M
Employees9
Clients0
DateJun 2020
Total AUM$541.7M
Discretionary$387.1M
Non-Disc.$154.7M
Employees9
Clients0
DateMay 2020
Total AUM$541.7M
Discretionary$387.1M
Non-Disc.$154.7M
Employees9
Clients0
DateMar 2020
Total AUM$541.7M
Discretionary$387.1M
Non-Disc.$154.7M
Employees9
Clients0
DateMar 2019
Total AUM$483.8M
Discretionary$352.2M
Non-Disc.$131.6M
Employees9
Clients0
DateMar 2018
Total AUM$455.4M
Discretionary$341.7M
Non-Disc.$113.7M
Employees8
Clients0
DateMar 2017
Total AUM$387.9M
Discretionary$285.5M
Non-Disc.$102.4M
Employees9
Clients26
DateMar 2016
Total AUM$351.3M
Discretionary$252.5M
Non-Disc.$98.8M
Employees9
Clients26
DateMar 2015
Total AUM$361.4M
Discretionary$246.5M
Non-Disc.$114.8M
Employees9
Clients26
DateMar 2014
Total AUM$415.9M
Discretionary$284.5M
Non-Disc.$131.4M
Employees9
Clients26
DateMar 2013
Total AUM$382.7M
Discretionary$268.1M
Non-Disc.$114.6M
Employees8
Clients26
DateDec 2012
Total AUM$354.6M
Discretionary$245.6M
Non-Disc.$109M
Employees7
Clients26
DateMar 2012
Total AUM$354.6M
Discretionary$245.6M
Non-Disc.$109M
Employees6
Clients26
DateMar 2008
Total AUM$291.2M
Discretionary$183.8M
Non-Disc.$107.5M
Employees10
Clients--
DateMar 2007
Total AUM$248.1M
Discretionary$150M
Non-Disc.$98.2M
Employees10
Clients--
DateMar 2006
Total AUM$201.5M
Discretionary$197.2M
Non-Disc.$4.3M
Employees10
Clients--
DateMar 2004
Total AUM$229.3M
Discretionary$211.2M
Non-Disc.$18.1M
Employees5
Clients--
DateMar 2002
Total AUM$483.5M
Discretionary$164.7M
Non-Disc.$318.8M
Employees5
Clients--
DateSep 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--