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Building 2ASCENSION ADVISORS

Map pinSCOTTSDALE, AZ
Phone415-716-1666
NotebookSEC #801-133880
Total AUM
$1.1M
Employees
1
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9687 E. CINDER CONE TRAIL
SCOTTSDALE
AZ 85262
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
415-716-1666

ReceiptFinancials

Total AUM
$1.1M
Accounts
1
Discretionary
$1.1M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$1.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZ

HandshakeAffiliates

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

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