Overview
Assets Under Management: $403 million
Headquarters: TULLAHOMA, TN
High-Net-Worth Clients: 18
Average Client Assets: $20 million
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 18
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.80
Average High-Net-Worth Client Assets: $20 million
Total Client Accounts: 187
Discretionary Accounts: 47
Non-Discretionary Accounts: 140
Regulatory Filings
CRD Number: 130180
Last Filing Date: 2025-02-27 00:00:00
Website: HTTP://WWW.ASHDON.COM