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Building 2ONEASCENT INVESTMENT SOLUTIONS, LLC

Map pinBIRMINGHAM, AL
Phone2053139142
NotebookSEC #801-110054
Total AUM
$987.2M
Employees
27
Clients
20

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
23 IVERNESS PARKWAY
SUITE 100
BIRMINGHAM
AL 35242
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
2053139142
Other Offices
1

ReceiptFinancials

Total AUM
$987.2M
Accounts
47
Discretionary
$987.2M
Accounts
47
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
6
AUM
$1.9M
HNW Individual Clients
3
AUM
$13.4M
Investment Company Clients
5
AUM
$815.9M
Pooled Vehicle Clients
5
AUM
$155.2M
Corporation or Business Clients
1
AUM
$850.4K

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
AL

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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