Ashton Thomas Securities, LLC

Assets Under Management

$1.7B

Number of Clients

2,599

Number of Advisors

54

Average Client AUM

$661K

AUM per Advisor

$31.8M

Compensation

Fee-Only (AUM)

About This Firm

Ashton Thomas Securities, LLC has been in the investment business since 1978. They offer discretionary and non-discretionary investment advisory services on a wrap or non-wrap fee basis, as well as financial planning and consulting services. They also provide retirement plan services to employer-sponsored plans.

Fee Structure

Financial Planning:Included in AUM fee
Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningInvestment Management
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Location

200 Canal View Blvd., Suite 204, Rochester, NY, 14623

54 Advisors at this firm

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