Ashfield Capital Partners Review

Trust Score 95%
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Last updated: July 21st, 2019. Data source: SEC filings.

Ashfield Capital Partners, federally registered in 2007, is a Registered Investment Advisor (RIA) in 19 state(s) with a licensed staff of 4 advisors. Ashfield Capital Partners manages $967.3 million and provides investment advisory services for 592 clients (1:148 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $100,000
Average Client Balance $1,634,012
Hybrid Advisor No
Disciplinary History No
Total AUM $967.3 million
Advisor / Client Ratio 1:148
Headquarters San Francisco, CA
SEC Filings Forms and Brochures    (CRD # 142580)
State(s) Registered AZ, CA, CO, CT, FL, IL, MA, MT, NV, NH, NJ, NY, OH, OR, SC, TX, UT, WA, WY

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