First Ascent Asset Management LLC
- Assets, Funds, Holdings
| First Ascent Asset Management LLC
|
| CRD # | 281470 |
| SEC # | 801-113358 |
| CIK # | 0001805758 |
| AUM |
|
| Employees |
12 (25% Investors, 0% Brokers)
|
| Phone | 720-465-7888 |
| Address | 1401 Lawrence St
Denver, CO 80202 |
| Source |
[IAPD]
[EDGAR]
[Website] [Twitter] [Facebook]
|
|
Total AUM ($M)
|
|
|
| Holdings by Sector ($M) |
|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
1,514
|
121.6 |
| (b) Individuals (high net worth individuals) |
3,129
|
1,083.1 |
| (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 |
18 |
15.7 |
| (h) Charitable organizations |
0 |
5.2 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
206 |
111.9 |
| (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 |
26 |
30.6 |
| (n) Other |
0 |
0.0 |
| Total |
4,897 |
1,368.0 |
| By Discretionary |
| Discretionary |
4,195 |
1,115.6 |
| Non-Discretionary |
702 |
252.4 |
| Total |
4,897 |
1,368.0 |
| By Non-United States Persons |
| Non-United States Persons |
|
3.7 |
| United States Persons |
|
1,364.3 |
| Total |
4,897 |
1,368.0 |
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