ASCEND PARTNERS

300 Park Avenue, Suite 2501
New York, New York 10022-7405
Tel: 646-689-2100

About ASCEND PARTNERS

ASCEND PARTNERS, formally registered with the SEC as ASCEND PARTNERS. The firm was established in 07/30/2021. They have over 1 offices throughout the country.

ASCEND PARTNERS is a New York, New York based Financial Planning firm with nearly $957,109,178 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310515
SEC#	801-121969
Assets Managed by Firm	$957,109,178
No. of Clients	7
No. of Advisors	14

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	7	$957,109,178

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