ASCENTRIS

1225 17th Street Suite 1100
Denver, Colorado 80202
Tel: 303-317-6464

About ASCENTRIS

ASCENTRIS, formally registered with the SEC as ASCENTRIS. The firm was established in 01/03/2011. They have over 1 offices throughout the country.

ASCENTRIS is a Denver, Colorado based Financial Planning firm with nearly $147,191,500 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	154814
SEC#	801-72092
Assets Managed by Firm	$147,191,500
No. of Clients	2
No. of Advisors	23

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$147,191,500

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