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ASCENT CAPITAL
395 Sw Bluff Drive
Ste 200
Bend, Oregon 97702
Tel: 541-382-4847
About ASCENT CAPITAL
ASCENT CAPITAL, formally registered with the SEC as ASCENT CAPITAL. The firm was established in 06/01/2004. They have over 1 offices throughout the country.
ASCENT CAPITAL is a Bend, Oregon based Financial Planning firm with nearly $348,604,758 assets under management, offering retirement planning & investment advisory services to 1126 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 131423 |
| SEC# | 801-63211 |
| Assets Managed by Firm | $348,604,758 |
| No. of Clients | 1126 |
| No. of Advisors | 8 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1126 | $348,604,758 |
| Individuals (other than high net worth individuals) | 184 | $22,643,565 |
| High net worth individuals | 156 | $293,071,500 |
| Pension and profit sharing plans | 18 | $19,355,795 |
| Charitable organizations | Fewer than 5 clients | $13,533,898 |
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|---|---|---|---|
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