|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Ascendant Financial Solutions Inc
✚
|
|
|---|---|
| CRD # | 116771 |
| SEC # | 801-67175 |
| CIK # | 0001536230 |
| AUM | $315.9 M (2025-03-07) |
| Employees | 11 (36% Investors, 45% Brokers) |
| Phone | 928-774-9598 |
| Address | 809 W Riordan Flagstaff, AZ 86001 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 172 | 66.9 |
| (b) Individuals (high net worth individuals) | 147 | 239.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 6.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 2.8 |
| (n) Other | 0 | 0.0 |
| Total | 599 | 315.9 |
| By Discretionary | ||
| Discretionary | 599 | 315.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 599 | 315.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.6 | |
| United States Persons | 312.2 | |
| Total | 599 | 315.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ergawealth Advisors Inc
✚
|
0.3 | |
|
Crown Wealth Group LLC
✚
|
NC | 0.3 |
|
Discipline Wealth Solutions Inc
✚
|
SC | 0.3 |
|
Resolute Wealth Strategies LLC
✚
|
MS | 0.3 |
|
Optivest Inc
✚
|
CA | 0.3 |
|
Horizon Investment Services LLC
✚
|
IN | 0.3 |
|
Ostrofe Financial Consultants Inc
✚
|
CA | 0.3 |
|
Entrust Financial LLC
✚
|
PA | 0.3 |
|
Cambridge Financial Group Inc
✚
|
OH | 0.3 |
|
New Wave Wealth Advisors LLC
✚
|
AR | 0.3 |