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ASCENSION INVESTMENT MANAGEMENT

4600 Edmundson Road
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 $40,337,272,573 assets under management, offering retirement planning & investment advisory services to 14 clients. The firm is staffed with 27 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#159767
SEC#801-73295
Assets Managed by Firm$40,337,272,573
No. of Clients14
No. of Advisors27

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Other (REIMBURSEMENT OF EXPENSES)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total14$40,337,272,573
Pension and profit sharing plansFewer than 5 clients$7,202,541,233
Charitable organizations7$18,498,927,026
Corporations or other businessesFewer than 5 clients$90,739,205

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