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Building 2ASCEND ADVISORY GROUP

Map pinDUBLIN, OH
Phone614-784-6000
NotebookSEC #801-63336
Total AUM
$162.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6760 PERIMETER DRIVE
DUBLIN
OH 43016
United States
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
614-784-6000

ReceiptFinancials

Total AUM
$162.8M
Accounts
1,734
Discretionary
$138.9M
Accounts
795
Non-Discretionary
$23.9M
Accounts
939

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOFLINMIMNOHTX

HandshakeAffiliates

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

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