Overview
Assets Under Management: $97 million
Headquarters: PASADENA, CA
High-Net-Worth Clients: 22
Average Client Assets: $2.3 million
Frequently Asked Questions
ASCEND FINANCIAL CONSULTANTS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #289183), ASCEND FINANCIAL CONSULTANTS, INC. is subject to fiduciary duty under federal law.
ASCEND FINANCIAL CONSULTANTS, INC. is headquartered in PASADENA, CA.
ASCEND FINANCIAL CONSULTANTS, INC. serves 22 high-net-worth clients according to their SEC filing dated September 27, 2018. View client details ↓
According to their SEC Form ADV, ASCEND FINANCIAL CONSULTANTS, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
ASCEND FINANCIAL CONSULTANTS, INC. manages $97 million in client assets according to their SEC filing dated September 27, 2018.
According to their SEC Form ADV, ASCEND FINANCIAL CONSULTANTS, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 22
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.17%
Average Client Assets: $2.3 million
Total Client Accounts: 338
Discretionary Accounts: 338
Regulatory Filings
CRD Number: 289183
Filing ID: 1241395
Last Filing Date: 2018-09-27 12:12:00