Ascendant Financial Partners, LLC
Firm details
- Headquarters
- Littleton, Colorado
- CRD number
- 143326
- Registered since
- May 23, 2007
- Website
- www.ascendantpartners.com
Firm profile
FINTRXOverview
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. Ownership is listed as a mix of a domestic entity and an individual. The firm is not identified as a capital allocator, and it does not report being an active ESG investor. FINTRX also indicates it is not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. Several fields that typically describe client types, fee structures, and specific advisory activities were not provided in the source data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Susan Wyka
Chief Compliance OfficerCRD 2481441
Contacts
3 of 6
Mark Warren
Managing PartnerCRD 2633270
Dustin Clevenger
Investment BankerCRD 7663631
Trevor Warren
PrincipalCRD 4905998
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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