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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-03-2023
- Office Locations
- 1
Office Locations
About Ascend Financial
Ascend Financial LLC is an independent RIA in Scituate, MA providing comprehensive financial planning and investment management, with specialized support for college-bound families and professionals with advanced degrees. The firm emphasizes college funding analysis and student debt repayment alongside goal-based planning. Portfolios are primarily implemented with ETFs and mutual funds, and clients access planning through a RightCapital portal; custody includes Charles Schwab and Altruist.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 42 clients, or 42 clients per representative. That equates to $77.2K in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on March 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Ascend Financial record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEPHANIE N LOEFFEL
Chief Compliance Officer, Founder, Lead Financial Planner
- CRD
- #4455227
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,240,862 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,240,862 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Ascend Financial has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.