MM Ascend Life Investor Services, LLC

Overview

MM Ascend Life Investor Services, LLC is organized as a limited liability company and has been registered with the SEC since 1994. The firm operates principally as a broker-dealer and an insurance broker rather than as a traditional multi-state registered investment adviser. Ownership is reported as a combination of a domestic entity and an individual. It does not function as a capital allocator and is not identified as an active ESG investor. The firm's fee arrangements are categorized as “other,” indicating nonstandard or bespoke compensation structures rather than a simple AUM-based advisory fee model.

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Location & Offices