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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 10 offices throughout the country.
THE ASCENT GROUP, LLC is a Virginia Beach, Virginia based Financial Planning firm with nearly $2,526,906,387 assets under management, offering retirement planning & investment advisory services to 5077 clients. The firm is staffed with 30 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 314424 |
| SEC# | 801-121182 |
| Assets Managed by Firm | $2,526,906,387 |
| No. of Clients | 5077 |
| No. of Advisors | 30 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5077 | $2,526,906,387 |
| Individuals (other than high net worth individuals) | 2005 | $461,792,712 |
| High net worth individuals | 476 | $939,641,672 |
| Pension and profit sharing plans | 96 | $1,021,383,341 |
| Charitable organizations | 14 | $31,017,728 |
| Corporations or other businesses | 17 | $73,070,934 |
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| $30,621,255,853 | 50 | 42 | |
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