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Home > Retirement Planners > texas > houston > ASCENSION CAPITAL ADVISORS, INC.
ASCENSION CAPITAL ADVISORS, INC.
4900 Woodway Drive
Suite 1150
Houston, Texas 77056
Tel: 713-952-6900
About ASCENSION CAPITAL ADVISORS, INC.
ASCENSION CAPITAL ADVISORS, INC, formally registered with the SEC as ASCENSION CAPITAL ADVISORS, INC. The firm was established in 09/15/2000. They have over 1 offices throughout the country.
ASCENSION CAPITAL ADVISORS, INC. is a Houston, Texas based Financial Planning firm with nearly $560,855,383 assets under management, offering retirement planning & investment advisory services to 493 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109518 |
| SEC# | 801-57951 |
| Assets Managed by Firm | $560,855,383 |
| No. of Clients | 493 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 493 | $560,855,383 |
| Individuals (other than high net worth individuals) | 79 | $25,464,984 |
| High net worth individuals | 84 | $490,576,723 |
| Pension and profit sharing plans | 10 | $20,308,536 |
| Charitable organizations | 3 | $18,118,616 |
| Corporations or other businesses | 3 | $6,386,524 |
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