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Building 2ASCENSION CAPITAL ADVISORS, INC.

Map pinHOUSTON, TX
Phone713-952-6900
NotebookSEC #801-57951
Total AUM
$938.5M
Employees
10
Clients
240

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4900 WOODWAY DRIVE
SUITE 1150
HOUSTON
TX 77056
United States
Operating Hours
8:00-5:30
Monday - Friday
Phone
713-952-6900

ReceiptFinancials

Total AUM
$938.5M
Accounts
670
Discretionary
$832.4M
Accounts
634
Non-Discretionary
$106.1M
Accounts
36

ContactClients

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Individual Clients
92
AUM
$42.1M
HNW Individual Clients
115
AUM
$621.6M
Pension/Profit Sharing Plan Clients
27
AUM
$248.4M
Charitable Organization Clients
3
AUM
$20.2M
Corporation or Business Clients
3
AUM
$6.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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