A
$6.0M Total AUM
$6.0M Disc. AUM
-- 3Y CAGR
0 Employees
19 ADV. Clients
18 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-03-2007
- Office Locations
- 1
Office Locations
-- Franktown CO
About Ascendance Wealth
Ascendance Wealth is a Olney Springs-based RIA. The firm has been operating for 18 years. Managing $6.0M in total assets under management, They custody assets with Pershing. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$314.7K AVG AUM / CLIENT
19 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
18yrs Firm Age
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Investment Vehicles
Insight prime
Services
Atlas fusion
Owner & Executives
C
CLAY JAMES ANDERSON
Chief Compliance Officer
- CRD
- #5268282
- Ownership
- 75% or more
(668) 595-1918
quantum.ridge@bridgecapital.com
in linkedin.com/in/zenith-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,980,023 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,980,023 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,980,023
Equity - Exchange:
38.9% Cash:
61.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $504,363,309 | 38.9% |
| Cash | $792,200,467 | 61.1% |
| Total | $1,296,563,776 | 100.0% |