Ascent Financial Advisors
Firm details
- Headquarters
- ,
- CRD number
- 154140
- Website
- www.ascentfinancial.com
- Custodians
- SCHWAB ADVISOR SERVICES
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Ascent Financial Advisors is an independent, individual-owned registered investment adviser that serves primarily individual and family clients. The firm focuses on financial planning and portfolio management for individuals and small businesses. Its fee model combines percentage-of-assets-under-management billing with hourly charges. Ascent is not positioned as a capital allocator; it does not identify as multi-state or ESG-focused and is not a pension consultant or a related adviser.
Assets & Accounts
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
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities39%
- US Government Bonds9%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Ulrike Devoto
Financial AdvisorCRD 3109230
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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