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Building 2FIRST ASCENT ASSET MANAGEMENT, LLC

Map pinDENVER, CO
Phone720-465-7888
NotebookSEC #801-113358
Total AUM
$1.4B
Employees
12
Clients
4,894

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1401 LAWRENCE ST.
#1600
DENVER
CO 80202
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
720-465-7888

ReceiptFinancials

Total AUM
$1.4B
Accounts
4,897
Discretionary
$1.1B
Accounts
4,195
Non-Discretionary
$252.4M
Accounts
702

ContactClients

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Individual Clients
1,514
AUM
$121.6M
HNW Individual Clients
3,129
AUM
$1.1B
Pension/Profit Sharing Plan Clients
18
AUM
$15.7M
Charitable Organization Clients
1
AUM
$5.2M
Investment Advisor Clients
206
AUM
$111.9M
Corporation or Business Clients
26
AUM
$30.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementOther Services
Other Services
SUB-ADVISORY SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOCTDEFLGAILINKYMAMDMIMNMOMTNCNJNYOHOKORPARISCTNTXUTVAWAWIWV

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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