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Building 2ASCEND INVESTMENT PARTNERS

Map pinOGDEN, UT
Phone(801) 476-1200
NotebookSEC #801-118514
Total AUM
$661.4M
Employees
8
Clients
961

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2225 WASHINGTON BLVD.
SUITE 110
OGDEN
UT 84401
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
(801) 476-1200
Other Offices
1

ReceiptFinancials

Total AUM
$661.4M
Accounts
2,122
Discretionary
$659.3M
Accounts
2,117
Non-Discretionary
$2.1M
Accounts
5

ContactClients

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Individual Clients
748
AUM
$172.7M
HNW Individual Clients
183
AUM
$447.8M
Pension/Profit Sharing Plan Clients
15
AUM
$14.6M
Charitable Organization Clients
8
AUM
$14.8M
Corporation or Business Clients
7
AUM
$11.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
FINANCIAL INSTITUTION CONSULTING
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIDNHNMNVNYORTXUTWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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