| As of Date | 03/06/2026 |
| Registration | SEC, Approved, 01/27/2012 |
| ADV Location | NEWTON LOWER FALLS, MA, United States |
| Contact Info | 617 xxxxxxx |
| Websites |
| AUM* | 1,544,425,644 17% |
| of that, discretionary | 1,343,385,153 16% |
| Number of Employees | 10 25% |
| of those in investment advisory functions | 8 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,139,077 12% |
| % High Net Worth | 92.37% -3% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP | Filing Date06/11/2025 | Form ADV-E View Report |
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP | Filing Date08/02/2024 | Form ADV-E View Report |
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP | Filing Date07/24/2023 | Form ADV-E View Report |