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ASCENT WEALTH PARTNERS, LLC
89 Genesee Street
New Hartford, New York 13413
Tel: 315-624-7300
About ASCENT WEALTH PARTNERS, LLC
ASCENT WEALTH PARTNERS, LLC, formally registered with the SEC as ASCENT WEALTH PARTNERS, LLC. The firm was established in 08/24/2011. They have over 3 offices throughout the country.
ASCENT WEALTH PARTNERS, LLC is a New Hartford, New York based Financial Planning firm with nearly $1,322,466,782 assets under management, offering retirement planning & investment advisory services to 2124 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 158898 |
| SEC# | 801-72693 |
| Assets Managed by Firm | $1,322,466,782 |
| No. of Clients | 2124 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2124 | $1,322,466,782 |
| Individuals (other than high net worth individuals) | 725 | $276,961,052 |
| High net worth individuals | 247 | $888,755,776 |
| Pension and profit sharing plans | 37 | $123,354,866 |
| Charitable organizations | 5 | $13,357,169 |
| Corporations or other businesses | 10 | $20,037,919 |
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