Ashdon Investment Management

EST. AUM
$425,055,578

CONTACTS
3

CLIENT ACCOUNTS
170

Firm Details

Metro area Nashville
CRD Number 130180
Website ashdon.com
Client types

Overview

Ashdon Investment Management is a multifamily office that provides wealthy families with investment management and consulting services aimed at growing and preserving wealth over multiple generations. Its services are custom-tailored to instill confidence and trust, meeting the economic, emotional, physical, and educational needs and situations of each family and its diverse members. The firm believes that no two families are alike, and it respects these differences to serve their unique philosophies. Ashdon's services are customized to meet the specific needs of each family on a level not often provided by larger firms. The company works together with other financial professionals to integrate all components of each client's financial situation. While focused on investment management, the services may extend to anything that touches or affects clients' finances. This includes cash flow management/budgeting; charitable giving; family business or foundation management; intergenerational transfer, tax, trust, and estate planning.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Ashdon Investment Management

Platform Details

Investment Preferences

Alternative Activity

Address

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