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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 $391,477,045 assets under management, offering retirement planning & investment advisory services to 1094 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 131423 |
| SEC# | 801-63211 |
| Assets Managed by Firm | $391,477,045 |
| No. of Clients | 1094 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1094 | $391,477,045 |
| Individuals (other than high net worth individuals) | 241 | $65,643,457 |
| High net worth individuals | 91 | $282,023,915 |
| Pension and profit sharing plans | 24 | $28,329,003 |
| Charitable organizations | Fewer than 5 clients | $15,480,670 |
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