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Building 2ASCENDE WEALTH ADVISERS, INC.

Map pinHOUSTON, TX
Phone713-629-9666
NotebookSEC #801-72091
Total AUM
$3.6B
Employees
9
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2700 POST OAK BOULEVARD
3RD FLOOR
HOUSTON
TX 77056
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
713-629-9666

ReceiptFinancials

Total AUM
$3.6B
Accounts
65
Discretionary
$74M
Accounts
9
Non-Discretionary
$3.6B
Accounts
56

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
ASSET ALLOCATION FOR SMALL DEFINED BENEFIT PLANS INTO MUTUAL FUNDS AND ETF.
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAHIKSLANYOHOKSCTNTXWA

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

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