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Home > Retirement Planners > arizona > flagstaff > ASCENDANT FINANCIAL SOLUTIONS, INC.
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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|---|---|---|---|
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