ASCENDIANT SECURITIES, LLC
Firm details
- Headquarters
- JUPITER, Florida
- CRD number
- 129236
- Registered since
- January 20, 2004
- Website
- ascendiant.com
Firm profile
FINTRXOverview
Ascendiant Securities, LLC is organized as a limited liability company and has been SEC-registered since 2004. According to the firm snapshot, ownership is listed as a mix of a domestic entity and an individual. The firm is classified as "Unclassified" in the available data and is not flagged as a capital allocator. Other snapshot flags show it does not identify as an active ESG investor, is not a multi-state adviser, and is not described as a pension consultant or related adviser. The firm did not provide detail in the public snapshot about its advisory activities, business lines, or client segments, so there is limited visibility into its target clients or the products and services it offers.
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
Contacts
3 of 4BRADLEY WILHITE
Co-Founder & Managing PartnerCRD 4722291
MARK BERGENDAHL
Co-Founder and Managing PartnerCRD 1394272
BRIAN MEGENITY
CCOCRD 2889637
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
JUPITER, FL
PALM BEACH
Location
JUPITER, FL
Headquartered in JUPITER, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 110 Front St
- Time zone
- ET (UTC-5)
- Office locations
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