ARD ADVISORY SERVICES, LLC
Firm details
- Headquarters
- DUBLIN, Ohio
- CRD number
- 318653
- Custodians
- ASSETMARK TRUST CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI53.87%
- Individuals46.13%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
ARD Advisory Services, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individuals and families and operates as a capital allocator, providing financial planning, portfolio management for individuals and small businesses, manager selection, and educational workshops. Its fee model combines asset-based fees with hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds47%
- Exchange Traded Equities32%
- Investment Grade Corp Bonds12%
- Cash & Cash Equivalents5%
- State & Local Bonds4%
Owners & executives
1 of 1JOHN DEITRICK
Founder and CEOCRD 4630370
Contacts
1 of 1TONY PRITCHETT
Wealth StrategistCRD 4594040
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DUBLIN, OH
FRANKLIN
Location
DUBLIN, OH
Headquartered in DUBLIN, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- FRANKLIN
- Address
- 7263 Sawmill Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
TRULY PROSPER FINANCIAL PLANNING LLC
RIADUBLIN, OH
PARALLEL EQUITY ADVISORS LTD.
RIADUBLIN, OH
BEACON HILL INVESTMENT ADVISORY, LLC
RIADUBLIN, OH
COLUMBUS WEALTH MANAGEMENT
RIADUBLIN, OH
FERRARO WEALTH MANAGEMENT, LLC
RIADUBLIN, OH
JRP CAPITAL CORP
RIADUBLIN, OH