Ascension Legacy Partners, Inc.
Firm details
- Headquarters
- Bala Cynwyd, Pennsylvania
- CRD number
- 338567
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Ascension Legacy Partners, Inc. is a privately held corporation that combines insurance brokerage with advisory services aimed at individuals and small businesses. The firm is owned by an individual and acts as a capital allocator, offering a mix of fee arrangements (percentage of AUM, hourly charges, and fixed fees). Its advisory scope includes financial planning, portfolio management for individuals and small businesses, pension consulting services, selecting other advisers on clients’ behalf, and running educational seminars and workshops. The firm is not an active ESG investor.
Investments & Alternatives
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
Location
Bala Cynwyd, PA
Montgomery
Location
Bala Cynwyd, PA
Headquartered in Bala Cynwyd, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 150 Monument Rd
- Time zone
- ET (UTC-5)
- Office locations
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