← Back to searchVisit website
ASHFORD INVESTMENT ADVISORS
WALSH CONSULTING GROUP INC
CRD 141587
629 N PENINSULA DRIVE, DAYTONA BEACH, FL, 32118, United States
Phone
386-523-9500
Fax
386-523-9501
Registration
— (—)
Source
State registered
Total AUM
$82.8M
Discretionary AUM
$82.8M
Team
3 total employees; 3 advisory reps; 4 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisersADVISORY/REPORTING, BUT NOT PORTFOLIO MANAGEMENT
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 52 | $22.1M |
| High net worth individuals | 24 | $57.6M |
| Pension/profit sharing plans | 1 | $2.1M |
| Corporations/business entities | 1 | $1.1M |
All web addresses on file
Official SEC filing: View on IAPD