Overview
Assets Under Management: $295 million
Headquarters: FLAGSTAFF, AZ
High-Net-Worth Clients: 147
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 147
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.81
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 618
Discretionary Accounts: 618
Regulatory Filings
CRD Number: 116771
Last Filing Date: 2024-02-26 00:00:00
Website: https://ascendant-financial.com