Ascendant Financial Partners, LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Littleton, Colorado
CRD number
143326
Registered since
May 23, 2007

Firm profile

FINTRX

Overview

Ascendant Financial Partners, LLC is organized as a limited liability company and has been SEC-registered since 2007. FINTRX classifies the firm as an investment bank. The ownership structure is listed as a combination of a domestic entity and an individual. The profile in the source data contains few operational details: the firm is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The firm did not provide descriptive information about its advisory activities, client segments, fee structure, or specific business lines in the supplied data, so those elements cannot be characterized here.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Susan Wyka

    Susan Wyka

    Chief Compliance OfficerCRD 2481441

Contacts

3 of 6
  • Mark Warren

    Mark Warren

    Managing PartnerCRD 2633270

  • Dustin Clevenger

    Dustin Clevenger

    Investment BankerCRD 7663631

  • Trevor Warren

    Trevor Warren

    PrincipalCRD 4905998

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Littleton, CO

Arapahoe

Location

Littleton, CO

Headquartered in Littleton, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Arapahoe
Address
26 W Dry Creek Cir
Time zone
MT (UTC-7)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth