Overview
Assets Under Management: $1.4 billion
Headquarters: DENVER, CO
High-Net-Worth Clients: 3,129
Average Client Assets: $0.3 million
Frequently Asked Questions
FIRST ASCENT 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 #281470), FIRST ASCENT ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
FIRST ASCENT ASSET MANAGEMENT, LLC is headquartered in DENVER, CO.
FIRST ASCENT ASSET MANAGEMENT, LLC serves 3,129 high-net-worth clients according to their SEC filing dated April 24, 2023. View client details ↓
According to their SEC Form ADV, FIRST ASCENT ASSET MANAGEMENT, LLC offers portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
FIRST ASCENT ASSET MANAGEMENT, LLC manages $1.4 billion in client assets according to their SEC filing dated April 24, 2023.
According to their SEC Form ADV, FIRST ASCENT ASSET MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 3,129
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.17%
Average Client Assets: $0.3 million
Total Client Accounts: 4,897
Discretionary Accounts: 4,195
Non-Discretionary Accounts: 702
Regulatory Filings
CRD Number: 281470
Filing ID: 1755238
Last Filing Date: 2023-04-24 17:04:00