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Building 2ASCENT WEALTH MANAGEMENT GROUP, LLC

Map pinCORAL GABLES, FL
Phone305-444-7317
NotebookSEC #801-127763
Total AUM
$22.5M
Employees
1
Clients
51

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4000 PONCE DE LEON BLVD
SUITE 470
CORAL GABLES
FL 33146
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
305-444-7317

ReceiptFinancials

Total AUM
$22.5M
Accounts
51
Discretionary
$22.5M
Accounts
51
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
46
AUM
$18.8M
Pension/Profit Sharing Plan Clients
5
AUM
$3.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

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

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