AI
AI

Ashley Cabrina Ilardo

11 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
235 advisors
Number of Clients
1,602 clients
Average Client Portfolio
$521.7M average
Assets Under Management
$835.7B

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
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Location

6300 Bee Cave Road, Building One, Austin, TX, 78746

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ashley is a board member for 3rd Decade, an educational organization, dedicating minimal time. She is also the founder of Celebrations by Cabrina, an event planning business with online theme/decor sales, spending about 10% of her time.

Employment History
Current Registrations
Dimensional Fund Advisors LP
November 2016 - Present · 9 yrs 3 mos
Dfa Securities LLCBroker
September 2016 - Present · 9 yrs 5 mos
Previous Registrations
National Securities CorporationBroker
June 2013 - October 2015 · 2 yrs 4 mos
State Registrations50 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Ashley Cabrina Ilardo - Financial Advisor | TrueAdvisor