CRD: 307989
Ascend Investment Management, LLC
$1.5M Total AUM
$1.5M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Transamerica
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-05-2020
- Office Locations
- 1
Office Locations
-- Pleasant Grove UT
About Ascend Investment Management, LLC
Ascend Investment Management, LLC is a retail-focused RIA in Pleasant Grove, Utah providing financial planning and portfolio management, including tax and estate/legacy planning and insurance planning. Portfolios are primarily implemented with ETFs, with client assets custodied at Charles Schwab. The firm’s website is currently being refreshed.
Team overview
-- AVG AGE
$1.5M AVG AUM / ADVISOR
$56.8K AVG AUM / CLIENT
3.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Tyler Scott Olson
Managing Director, President
- CRD
- #4273188
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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Christian Zibetti Cardoso
--
- CRD
- #7422848
Available
Available
Available
T
TIMOTHY ERIC TURLEY
--
- CRD
- #4936877
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,534,751 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,534,751 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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