ASCENDANT FINANCIAL SOLUTIONS, INC.

809 W. Riordan
Suite 104
Flagstaff, Arizona 86001
Tel: 928-774-9598

About ASCENDANT FINANCIAL SOLUTIONS, INC.

ASCENDANT FINANCIAL SOLUTIONS, INC, formally registered with the SEC as ASCENDANT FINANCIAL SOLUTIONS, INC. The firm was established in 09/19/2006. They have over 3 offices throughout the country.

ASCENDANT FINANCIAL SOLUTIONS, INC. is a Flagstaff, Arizona based Financial Planning firm with nearly $295,004,264 assets under management, offering retirement planning & investment advisory services to 618 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	116771
SEC#	801-67175
Assets Managed by Firm	$295,004,264
No. of Clients	618
No. of Advisors	10

Fee Structure

A percentage of AUM
Fixed fees
Other (FIXED FEES ARE ONLY CHARGED FOR FINANCIAL PLANNING ARRANGEMENTS.)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	618	$295,004,264
Individuals (other than high net worth individuals)	187	$77,549,560
High net worth individuals	134	$208,036,380
Pension and profit sharing plans	6	$6,239,656
Corporations or other businesses	5	$3,178,668

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