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Home > Retirement Planners > utah > ogden > ASCEND INVESTMENT PARTNERS
ASCEND INVESTMENT PARTNERS
2225 Washington Blvd.
Suite 110
Ogden, Utah 84401
Tel: (801) 476-1200
About ASCEND INVESTMENT PARTNERS
ASCEND INVESTMENT PARTNERS, formally registered with the SEC as ASCEND INVESTMENT PARTNERS. The firm was established in 04/23/2020. They have over 2 offices throughout the country.
ASCEND INVESTMENT PARTNERS is a Ogden, Utah based Financial Planning firm with nearly $510,972,642 assets under management, offering retirement planning & investment advisory services to 1992 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 307667 |
| SEC# | 801-118514 |
| Assets Managed by Firm | $510,972,642 |
| No. of Clients | 1992 |
| No. of Advisors | 9 |
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
- Other (FINANCIAL INSTITUTION CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1992 | $510,972,642 |
| Individuals (other than high net worth individuals) | 711 | $184,612,564 |
| High net worth individuals | 104 | $284,143,087 |
| Pension and profit sharing plans | 8 | $9,810,213 |
| Charitable organizations | 3 | $10,539,776 |
| Corporations or other businesses | 5 | $21,867,002 |
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