ASCENSUS INVESTMENT ADVISORS, LLC

95 Wells Avenue
Suite 160
Newton, Massachusetts 02459
Tel: 617-454-6400

About ASCENSUS INVESTMENT ADVISORS, LLC

ASCENSUS INVESTMENT ADVISORS, LLC, formally registered with the SEC as ASCENSUS INVESTMENT ADVISORS, LLC. The firm was established in 09/27/2002. They have over 1 offices throughout the country.

ASCENSUS INVESTMENT ADVISORS, LLC is a Newton, Massachusetts based Financial Planning firm with nearly $9,878,077,323 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 47 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	120632
SEC#	801-61492
Assets Managed by Firm	$9,878,077,323
No. of Clients	10
No. of Advisors	47

Fee Structure

A percentage of AUM
Other (PERCENTAGE OF PROGRAM MANAGEMENT FEE AND PERCENTAGE OF AUA)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Pesnsion consulting services
Other (PORTFOLIO MGMT/OVERSIGHT INCL REVIEW OF ALLOCATIONS & SELECTION OF UNDERLYING SECURITIES FOR QUAL TUITION 529/529A & SFRP PLANS)

Firm Client Information

	No. of Clients	AUM
Firm Total	10	$9,878,077,323

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