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Building 2ASCENT CAPITAL PARTNERS, LLC

Map pinSCOTTSDALE, AZ
Phone(480) 841-6956
NotebookSEC #801-134434
Total AUM
$172M
Employees
10
Clients
69

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16427 NORTH SCOTTSDALE ROAD
SUITE 410
SCOTTSDALE
AZ 85254
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT ONLY
Phone
(480) 841-6956
Other Offices
1

ReceiptFinancials

Total AUM
$172M
Accounts
163
Discretionary
$170M
Accounts
162
Non-Discretionary
$2M
Accounts
1

ContactClients

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Individual Clients
7
AUM
$159.3K
HNW Individual Clients
55
AUM
$80.5M
Pooled Vehicle Clients
7
AUM
$91.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATX

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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