Overview
Assets Under Management: $1.1 billion
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 1,447
Average Client Assets: $0.7 million
Frequently Asked Questions
ASCENT INVESTMENT PARTNERS, 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 #152533), ASCENT INVESTMENT PARTNERS, LLC is subject to fiduciary duty under federal law.
ASCENT INVESTMENT PARTNERS, LLC is headquartered in OVERLAND PARK, KS.
ASCENT INVESTMENT PARTNERS, LLC serves 1,447 high-net-worth clients according to their SEC filing dated June 20, 2018. View client details ↓
According to their SEC Form ADV, ASCENT INVESTMENT PARTNERS, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
ASCENT INVESTMENT PARTNERS, LLC manages $1.1 billion in client assets according to their SEC filing dated June 20, 2018.
According to their SEC Form ADV, ASCENT INVESTMENT PARTNERS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 1,447
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.60%
Average Client Assets: $0.7 million
Total Client Accounts: 1,488
Discretionary Accounts: 1,488
Regulatory Filings
CRD Number: 152533
Filing ID: 1225361
Last Filing Date: 2018-06-20 18:22:00