THE ASCENT GROUP, LLC

192 Ballard Court
Suite 400
Virginia Beach, Virginia 23462
Tel: 757-499-8300

About THE ASCENT GROUP, LLC

THE ASCENT GROUP, LLC, formally registered with the SEC as THE ASCENT GROUP, LLC. The firm was established in 05/10/2021. They have over 7 offices throughout the country.

THE ASCENT GROUP, LLC is a Virginia Beach, Virginia based Financial Planning firm with nearly $2,880,025,369 assets under management, offering retirement planning & investment advisory services to 4261 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	314424
SEC#	801-121182
Assets Managed by Firm	$2,880,025,369
No. of Clients	4261
No. of Advisors	23

Fee Structure

A percentage of AUM
Hourly charges
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
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	4261	$2,880,025,369
Individuals (other than high net worth individuals)	1393	$373,182,083
High net worth individuals	446	$1,179,253,023
Pension and profit sharing plans	100	$1,240,437,903
Charitable organizations	20	$30,921,863
Corporations or other businesses	19	$56,230,497

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