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Building 2THE ASCENT GROUP, LLC

Map pinVIRGINIA BEACH, VA
Phone757-499-8300
NotebookSEC #801-121182
Total AUM
$4.8B
Employees
44
Clients
4,292

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
192 BALLARD COURT
SUITE 400
VIRGINIA BEACH
VA 23462
United States
Operating Hours
8 AM - 6 PM
Monday - Friday
Phone
757-499-8300
Other Offices
6

ReceiptFinancials

Total AUM
$4.8B
Accounts
8,449
Discretionary
$4.8B
Accounts
8,291
Non-Discretionary
$9.9M
Accounts
158

ContactClients

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Individual Clients
3,303
AUM
$943.8M
HNW Individual Clients
874
AUM
$2.6B
Pension/Profit Sharing Plan Clients
65
AUM
$933.1M
Charitable Organization Clients
16
AUM
$115.3M
Corporation or Business Clients
34
AUM
$174.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACODEFLGAILKYLAMAMDMIMNMSNCNENHNJNVNYOHPASCTNTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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