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Ashworth Sullivan Wealth Management Group

Ashworth Sullivan Wealth Management Group

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on March 31, 2016
    • $67.8M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 125
      Accounts
    • $542.1K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning

Firm Client types

Advisors

Current Advisors

# of advisors

7

name start date
Richard Mansfield Poore
October 2011
Samuel Ross Hogan
July 2015
Casey Dominic Sullivan
July 2009
Marcus Alan Ashworth
July 2009
Kenneth Scott Brandenburg
January 2011

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Marcus Alan Ashworth Managing Member May, 2009 50% to 75%
    Casey Dominic Sullivan Managing Member/Chief Compliance Officer May, 2009 50% to 75%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Subscription Fees
      • Fixed Fees