Ascendant Financial Partners, LLC

Overview

Ascendant Financial Partners, LLC is organized as a limited liability company and has been registered with the SEC since 2007. The firm is classified in the source data as an investment bank and is identified as being owned by a domestic entity and an individual. The record flags several negatives about the firm's profile: it is not designated as a capital allocator, is not listed as an active ESG investor, is not a multi-state adviser, is not newly formed, is not a pension consultant, and is not marked as a related adviser. The source file does not provide details on the firm’s client mix, fee schedules, or specific advisory and business activities.

Assets & Accounts

Location & Offices