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Building 2ASCENTIS INDEPENDENT ADVISORS, LLC

Map pinDALLAS, TX
Phone866-273-1563
NotebookSEC #801-126441
Total AUM
$2.1B
Employees
43
Clients
2,815

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5001 SPRING VALLEY ROAD
SUITE 810W
DALLAS
TX 75244
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
866-273-1563
Other Offices
28

ReceiptFinancials

Total AUM
$2.1B
Accounts
7,464
Discretionary
$2B
Accounts
7,057
Non-Discretionary
$131.9M
Accounts
407

ContactClients

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Individual Clients
2,080
AUM
$510.9M
HNW Individual Clients
610
AUM
$1.5B
Investment Company Clients
1
AUM
$26.3K
Pension/Profit Sharing Plan Clients
44
AUM
$13.2M
Charitable Organization Clients
9
AUM
$4.1M
Corporation or Business Clients
71
AUM
$91.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FINANCIAL PLANNING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALAZCACOFLGAHIIDILINKSKYLAMDMIMNMTNCNDNENJNMNVNYOHORPASCTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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