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Building 2ASCENDANT WEALTH MANAGEMENT

Map pinBONITA SPRINGS, FL
Phone239-992-3900
NotebookSEC #801-68341
Total AUM
$131.8M
Employees
3
Clients
66

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3301 BONITA BEACH ROAD
SUITE 208
BONITA SPRINGS
FL 34134
United States
Operating Hours
8:30AM - 5PM
Monday - Friday
Phone
239-992-3900

ReceiptFinancials

Total AUM
$131.8M
Accounts
66
Discretionary
$131.8M
Accounts
66
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
44
AUM
$14.5M
HNW Individual Clients
22
AUM
$117.3M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

HandshakeAffiliates

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

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