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Building 2ASCENT FINANCIAL GROUP

Map pinRICHMOND, VA
Phone804-602-2121
NotebookSEC #801-135535
Total AUM
$100.8M
Employees
2
Clients
128

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
413 STUART CIRCLE
SUITE 220
RICHMOND
VA 23220
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
804-602-2121

ReceiptFinancials

Total AUM
$100.8M
Accounts
456
Discretionary
$100.8M
Accounts
456
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
88
AUM
$35.9M
HNW Individual Clients
40
AUM
$64.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCNYVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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