Jeremiah
Thisse
Ashford Advisors, LLC
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About this Advisor
Jeremiah Thisse is a financial advisor based in Pittsford, New York, who has 2 years of industry experience. Thisse currently works for Ashford Advisors, LLC. They have spent all of their employment at Ashford Advisors, Llc. Thisse is able to advise clients in New York. Ashford Advisors, LLC is a financial advisory firm headquartered in Pittsford, NY. It oversees $641 million in assets between its 222 client accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm advises eight charities and foundations. Of its 222 client accounts, 63% are held by high-net-worth clients who have at least $1 million in investable assets. The business offers a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fees are based on which services the firm provides the client. However, fee types billed by Ashford Advisors, LLC most likely include asset-based, fixed, performance-based and other fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Ashford Advisors, LLC Brokerage Details
$640,667,143
8
222
$2,885,888
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Jeremiah Thisse Work History
Jeremiah has been registered as a financial advisor for 2 years.*
Ashford Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeremiah Thisse to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ashford Advisors, LLC
Pittsford, NY
Pittsford, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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