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Ascendant Financial Solutions, Inc.
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Overview Share
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Flagstaff, Arizona
$217.2 million AUM
3 offices

Ascendant Financial Solutions, Inc. is based in Flagstaff, Arizona and has $217.2 million in assets under management.

Location
809 W. Riordan
Suite 104
Flagstaff, AZ 86001
$217.2 million
AUM
8
Employees
AUM Share
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$217,215,618
Assets under management
605 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 288 $126,100,132 58% $437,848
High net worth individuals 44 $78,721,377 36% $1,789,122
Pension and profit sharing plans 17 $9,642,519 4% $567,207
Other corporations or businesses 9 $2,751,590 1% $305,732
Employees Share
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8
Employees
5
Investment analysts
62% of total employees
AUM per employee Share
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$217,215,618
Assets under management
$27,151,952
AUM per employee
$43,443,124
AUM per investment analyst
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Compensation

Ascendant Financial Solutions, Inc. makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
  • Commissions
Services offered

Ascendant Financial Solutions, Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Firm data Share
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CRD number 116,771
SEC number 801-67175
Legal structure Corporation
Legal governance Arizona, United States
Latest ADV filing date January 31, 2020

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