Advisor at Ashford Investment Advisors
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Firm
Ashford Investment Advisors
Location
Daytona Beach, FL 32118
Credentials
Series 63
Industry experience
27 years
Michael Walsh is a financial advisor with Ashford Investment Advisors in Daytona Beach, FL, holding a Series 63 designation and 26 years of industry experience. He has been with both Walsh Consulting Group and Ashford Investment Advisors since 1996. Ashford Investment Advisors provides discretionary portfolio management and pension consulting services to individuals, pension and profit-sharing plans, trusts, estates, charities, and other entities. The firm manages approximately $76.4 million for about 73 clients, tailoring portfolios using fundamental and technical analysis across a range of securities and employing strategies including long- and short-term purchases, short sales, covered options, and derivative instruments.
Based on Ashford Investment Advisors
1.00% annually
Up to $500 per hour
Account minimum: $1,000,000
629 N Peninsula Drive
Daytona Beach, FL 32118
Florida · Texas
Walsh Consulting Group
1996 - Present (30 years)
Ashford Investment Advisors
1996 - Present (30 years)
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Lawyer
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Real estate agent
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Other specialized services
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