Ascendiant Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Jupiter, Florida
CRD number
129236
Registered since
January 20, 2004

Firm profile

FINTRX

Overview

Ascendiant Securities, LLC is organized as a limited liability company that operates as an investment bank and placement agent. The firm is structured under domestic ownership with at least one individual owner involved in the enterprise. Its public profile and filing data indicate it functions primarily in capital markets advisory and capital-raising roles rather than acting as a portfolio manager. The firm does not present itself as a capital allocator or an ESG-focused investor. It is not described as a multi-state advisory firm, a pension consultant, or as having a related adviser relationship. Information about client segments, fee schedules, and specific advisory services was not provided.

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth