Overview
Assets Under Management: $1.3 billion
Headquarters: NEW HARTFORD, NY
High-Net-Worth Clients: 247
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 247
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.20
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 2,124
Discretionary Accounts: 2,070
Non-Discretionary Accounts: 54
Regulatory Filings
CRD Number: 158898
Last Filing Date: 2025-01-29 00:00:00
Website: https://ascentwp.com