Overview
Assets Under Management: $200 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 27
Average Client Assets: $6.6 million
Frequently Asked Questions
ASCENSION ASSET MANAGEMENT LLC 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 #132067), ASCENSION ASSET MANAGEMENT LLC is subject to fiduciary duty under federal law.
ASCENSION ASSET MANAGEMENT LLC is headquartered in NEW YORK, NY.
ASCENSION ASSET MANAGEMENT LLC serves 27 high-net-worth clients according to their SEC filing dated March 25, 2024. View client details ↓
According to their SEC Form ADV, ASCENSION ASSET MANAGEMENT LLC offers portfolio management for individuals. View all service details ↓
ASCENSION ASSET MANAGEMENT LLC manages $200 million in client assets according to their SEC filing dated March 25, 2024.
According to their SEC Form ADV, ASCENSION ASSET MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.60%
Average Client Assets: $6.6 million
Total Client Accounts: 48
Discretionary Accounts: 48
Regulatory Filings
CRD Number: 132067
Filing ID: 1849836
Last Filing Date: 2024-03-25 14:15:00