Ashdon Investment Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$402,714,205
Total clients
61
30% high-net worth
Total advisors
4
of 6 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
15
Average account size
$6,601,872
Client services
Portfolio management
Selection of other advisers
Fee options
Flat fees may be charged for Consulting and Family Office Services; fees are negotiable and typically fixed or asset-based
1% annual fee paid quarterly in advance based on market value of portfolio on first day of each calendar quarter
Account minimum: $100,000 for Separate Account management; $20 million for Consulting Services
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Ashdon Investment Management, LLC
214 E. Grundy Street
Tullahoma TN 37388, United States
Number of offices
2
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