Overview
Assets Under Management: $117 million
Headquarters: PLEASANT HILL, CA
High-Net-Worth Clients: 37
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.29
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 118
Discretionary Accounts: 118
Regulatory Filings
CRD Number: 146451
Last Filing Date: 2024-03-13 00:00:00
Website: https://ascensionwp.com