ASHTON THOMAS PRIVATE WEALTH

8605 East Raintree Drive
Suite 280
Scottsdale, Arizona 85260
Tel: 602-732-4745

About ASHTON THOMAS PRIVATE WEALTH

ASHTON THOMAS PRIVATE WEALTH, formally registered with the SEC as ASHTON THOMAS PRIVATE WEALTH. The firm was established in 06/15/2010. They have over 23 offices throughout the country.

ASHTON THOMAS PRIVATE WEALTH is a Scottsdale, Arizona based Financial Planning firm with nearly $2,891,584,875 assets under management, offering retirement planning & investment advisory services to 5334 clients. The firm is staffed with 58 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	153902
SEC#	801-71512
Assets Managed by Firm	$2,891,584,875
No. of Clients	5334
No. of Advisors	58

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (VARIABLE PRODUCT MODEL DESIGN AND MAINTENANCE)

Firm Client Information

	No. of Clients	AUM
Firm Total	5334	$2,891,584,875
Individuals (other than high net worth individuals)	1380	$539,556,119
High net worth individuals	658	$2,139,370,968
Pension and profit sharing plans	31	$74,688,059
Charitable organizations	25	$24,996,324
Corporations or other businesses	59	$112,973,405

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