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Ascend Financial

Ascend Financial. CRD 325357

Ascend Financial logo

CRD: 325357

Ascend Financial

Scituate, MA
7812140820
www.planwithascend.com
$3.2M Total AUM
$3.2M Disc. AUM
-- 3Y CAGR
1 Employees
42 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Altruist · Charles Schwab & Company · Truist Bank
Clients
Retail
Platforms
MomentumVital ridge
Established Date
07-03-2023
Office Locations
1

Office Locations

-- Scituate MA

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.

Team overview

-- AVG AGE
$3.2M AVG AUM / ADVISOR
$77.2K AVG AUM / CLIENT
2.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age

Insights

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Asset Classes

Foundation bridge

Custodian

Prime Vector focus

Investment Themes

Wave eagle Value

Investment Vehicles

Oak harbor

Services

Summit wave Harbor beacon Matrix Catalyst vector Optima Summit prime

Technology

Atlas Atlas matrix

Owner & Executives

STEPHANIE N LOEFFEL

STEPHANIE N LOEFFEL

Chief Compliance Officer, Founder, Lead Financial Planner

CRD
#4455227
Ownership
75% or more
(419) 845-7130
quantum.beacon@focuscapital.com
in linkedin.com/in/quantum-oak

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

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

Total SMA Asset: $3,240,862

$3.2M Total SMA
Equity - Exchange:
59.5%
Cash:
40.5%
Asset class Assets Assets %
Equity - Exchange $5,079,747,098 59.5%
Cash $3,457,642,982 40.5%
Total $8,537,390,080 100.0%

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