Ashland Management Incorporated is a large advisory firm based in New York. It manages $119.64 million of regulatory assets for 30 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 46 other states.
Ashland Management Incorporated provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ashland Management Incorporated is $119.64 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -94% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ashland Management Incorporated for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Charles Chatterton Hickox has been acting as President since 1 Mar 1983. Terry Lynne Phalen joined the executive team most recently as the Chief Operating Officer.
The principal office where Ashland Management Incorporated performs its advisory services is located at 355 Lexington Avenue, New York, NY 10017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-425-2803 or by fax 212-425-6026. The normal business hours are 9:00am to 5:00pm on Monday - Friday.