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Building 2ASCENDOR WEALTH, LLC

Map pinWILMINGTON, NC
Phone910-790-0122
NotebookSEC #801-133828
Total AUM
$145.6M
Employees
7
Clients
140

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5700 OLEANDER DRIVE
WILMINGTON
NC 28403
United States
Operating Hours
9:00 AM- 5:00 P.M
Monday - Friday
Phone
910-790-0122
Other Offices
2

ReceiptFinancials

Total AUM
$145.6M
Accounts
402
Discretionary
$145.6M
Accounts
402
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
101
AUM
$41.2M
HNW Individual Clients
34
AUM
$100.2M
Pension/Profit Sharing Plan Clients
5
AUM
$4.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCTX

HandshakeAffiliates

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

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