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ASCENSION INVESTMENT MANAGEMENT

4600 Edmundson Road St.
St. Louis, Missouri 63134
Tel: 314-733-7799

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About ASCENSION INVESTMENT MANAGEMENT

ASCENSION INVESTMENT MANAGEMENT, formally registered with the SEC as ASCENSION INVESTMENT MANAGEMENT. The firm was established in 03/30/2012. They have over 1 offices throughout the country.

ASCENSION INVESTMENT MANAGEMENT is a St. Louis, Missouri based Financial Planning firm with nearly $40,060,183,528 assets under management, offering retirement planning & investment advisory services to 14 clients. The firm is staffed with 26 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#159767
SEC# 801-73295
Assets Managed by Firm $40,060,183,528
No. of Clients 14
No. of Advisors 26

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Other(REIMBURSEMENT OF EXPENSES)

Advisory Services Provided

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total14$40,060,183,528
Pension and profit sharing plans$7,452,784,787
Charitable organizations7$17,827,244,470
Corporations or other businessesFewer than 5 clients$79,229,579
Inquire with ASCENSION INVESTMENT MANAGEMENT

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