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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