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Building 2ASCENT WEALTH PARTNERS, LLC

Map pinNEW HARTFORD, NY
Phone315-624-7300
NotebookSEC #801-72693
Total AUM
$1.5B
Employees
17
Clients
1,096

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
89 GENESEE STREET
NEW HARTFORD
NY 13413
United States
Operating Hours
8:30 AM - 5:00PM
Monday - Friday
Phone
315-624-7300
Other Offices
3

ReceiptFinancials

Total AUM
$1.5B
Accounts
2,359
Discretionary
$1.4B
Accounts
2,228
Non-Discretionary
$80.5M
Accounts
131

ContactClients

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Individual Clients
778
AUM
$337M
HNW Individual Clients
258
AUM
$981.2M
Pension/Profit Sharing Plan Clients
38
AUM
$130.6M
Charitable Organization Clients
6
AUM
$21.8M
Corporation or Business Clients
16
AUM
$47.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAMAMDNCNHNJNYPASCTNTXVA

HandshakeAffiliates

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

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