TA
Theodore H. Ashford
ASHFORD CAPITAL MANAGEMENT
Wilmington, DE 19807-2317
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CRD#: 8101
TA
Professional summary
Theodore H Ashford, who also goes by Theordore H Ashford, is a registered financial advisor currently at ASHFORD CAPITAL MANAGEMENT INC located in Wilmington, Delaware.
Theodore is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Theodore has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Theordore H Ashford
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.
ASHFORD CONSULTING GROUP, INC.; INVESTMENT RELATED; ONE WALKERS MILL RD., WILMINGTON, DE 19807; PROVIDES NON-DISCRETIONARY ADVICE TO SPONSORS OF LARGE POOLS OF INSTITUTIONAL CAPITAL, SUCH AS LARGE CORPORATE OR PUBLIC PENSION PLANS, TO HELP GUIDE THE INVESTMENT PROCESSES USED BY THESE SPONSORS; CHAIRMAN AND C.E.O.; START DATE AS A SPARATE ENTITY 04/2004; START DATE AS A DIVISION OF ASHFORD CAPITAL MANAGEMENT, INC. 11/1979. APPROXIMATELY 33 1/3% OF TIME IS DEVOTED TO THIS BUSINESS. OF THE 33 1/3%, 10% IS DURING TRADING HOURS. PROVIDES GUIDANCE AND OVERSIGHT TO THE BUSINESS.
CRS (Client Relationship Summary) - RIA
Click below to view Theodore H Ashford'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®
NoneExperience
Current
January 1, 1990 - Present
ASHFORD CAPITAL MANAGEMENT INC
Office #1: One Walkers Mill Road, Wilmington, DE 19807-2317RIA
CRD#: 110696
Wilmington, DE
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AC
ASHFORD CAPITAL MANAGEMENT INC
ASHFORD CAPITAL MANAGEMENT INC
CRD#: 110696 / SEC#: 801-15054
RIA
Registered Investment Advisory firm - (2/15/1980 Approved)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
Delaware(1/1/1990)
Exams
Current Firm
AC
ASHFORD CAPITAL MANAGEMENT INC
ASHFORD CAPITAL MANAGEMENT INC
CRD#: 110696 / SEC#: 801-15054
RIA
Registered Investment Advisory firm - (2/15/1980 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
One Walkers Mill Road, Wilmington, DE 19807-2317
Mailing Address
Phone number
(302) 655-1750
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 99 |
| AUM (Assets Under Management) | $ 894,756,552 |
Red Flags
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Company Information
ASHFORD CAPITAL MANAGEMENT INC
CRD#: 110696Wilmington, DE 19807-2317TRUST BUT VERIFY
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