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Building 2ASCENT ADVISORS

Map pinMANKATO, MN
Phone952-444-3100
NotebookSEC #801-134543
Total AUM
$101M
Employees
9
Clients
235

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1600 MADISON AVENUE
SUITE 103
MANKATO
MN 56001
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
952-444-3100
Other Offices
1

ReceiptFinancials

Total AUM
$101M
Accounts
626
Discretionary
$101M
Accounts
626
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
201
AUM
$81M
HNW Individual Clients
29
AUM
$17.9M
Pension/Profit Sharing Plan Clients
5
AUM
$2.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
DST CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILMNNETXWAWI

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

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