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Ashford Investment Advisors

EST. AUM
$76,441,486

CONTACTS

CLIENT ACCOUNTS
200

Firm Details

Metro area Orlando
CRD Number 141587
Website ashfordinvestmentadvisors.com
Client types

Overview

Ashford Investment Advisors is an independent, fiduciary fee-only registered investment advisor and corporate retirement consultancy founded in 1998. Led by President Kathleen Walsh Dulko, the firm specializes in developing customized multi-asset class asset allocation strategies and tailored investment policy statements (IPS). Its client base includes individual investors, multi-generational families, trusts, corporate entities, and institutional retirement plans, including pension, profit-sharing, and 401(k) plans. On June 16, 2026, the firm was acquired by Maridea Wealth Management as part of Maridea's continued expansion of its advisory and retirement consulting capabilities.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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