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Building 2ASCENT INVESTMENT ADVISORS, LLC

Map pinGREENWOOD VILLAGE, CO
Phone303-220-3863
NotebookSEC #801-69196
Total AUM
$6.5M
Employees
4
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6400 S. FIDDLERS GREEN CIRCLE
SUITE 1360
GREENWOOD VILLAGE
CO 80111
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
303-220-3863

ReceiptFinancials

Total AUM
$6.5M
Accounts
1
Discretionary
$6.5M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Company Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
CONY

HandshakeAffiliates

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

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