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Building 2ASCEND FINANCIAL CONSULTANTS, INC.

Map pinPASADENA, CA
Phone626-405-0256
NotebookSEC #801-112015
Total AUM
$144.7M
Employees
2
Clients
171

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
790 E COLORADO BLVD
STE 200
PASADENA
CA 91101
United States
Operating Hours
7AM - 4PM
Monday - Friday
Phone
626-405-0256

ReceiptFinancials

Total AUM
$144.7M
Accounts
387
Discretionary
$132.6M
Accounts
382
Non-Discretionary
$12.1M
Accounts
5

ContactClients

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Individual Clients
107
AUM
$24.1M
HNW Individual Clients
58
AUM
$107.1M
Pension/Profit Sharing Plan Clients
5
AUM
$13.4M
Corporation or Business Clients
1
AUM
$46.5K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REVENUE SHARING. FINANCIAL INSTITUTION CONSULTING SERVICES

Shield checkCompliance

Disclosures

None reported

State Registrations
CANVTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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