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AA

Anthony G. Ash

DATTILIO & ASH CAPITAL MANAGEMENT
Lebanon, NH 03766
Some features on this profile are disabled
CRD#: 6146813
AA

Professional summary

Anthony G Ash is a registered financial advisor currently at DATTILIO & ASH CAPITAL MANAGEMENT, LLC located in Lebanon, New Hampshire.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Anthony has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony G Ash's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 11, 2018 - Present

DATTILIO & ASH CAPITAL MANAGEMENT, LLC

Office #1: 23 Bank Street, Lebanon, NH 03766
RIA
CRD#: 289117
Lebanon, NH
Past

February 7, 2013 - November 30, 2015

JULEX CAPITAL MANAGEMENT

RIA
CRD#: 166053
BOSTON, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(7/11/2018)
IAR
New Hampshire
(7/11/2018)
IAR
Vermont
(7/31/2018)

Exams

Current Firm

D&
DATTILIO & ASH CAPITAL MANAGEMENT, LLC
DATTILIO & ASH CAPITAL MANAGEMENT, LLC

CRD#: 289117 / SEC#:

Massachusetts
Registered Investment Advisory firm - (7/11/2018 Approved)
New Hampshire
Registered Investment Advisory firm - (6/26/2018 Approved)
Vermont
Registered Investment Advisory firm - (7/31/2018 Approved)
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Contact information

Main Address
23 Bank Street, Lebanon, NH 03766
Mailing Address
Phone number
(603) 448-6047
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts36
AUM (Assets Under Management)$ 18,346,328

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

DATTILIO & ASH CAPITAL MANAGEMENT, LLC

CRD#: 289117Lebanon, NH 03766

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