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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-22-2005
- Office Locations
- 3
Office Locations
About Ascension Financial
Ascension Financial is an RIA providing financial planning, discretionary or non-discretionary investment advice, wealth management, and portfolio management. The firm builds risk-appropriate, medium- to long-term portfolios using high-quality exchange-traded securities and ETFs, serving individuals including entrepreneurs. Custodied at Charles Schwab, it emphasizes a transparent advisory fee with no commissions or performance-based charges.
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Owner & Executives
PAUL LITTON GRONEWOLLER
Chief Compliance Officer, Managing Member
- CRD
- #4552868
- Ownership
- 25% but less than 50%
JUSTIN G SHELBY
District Manager
- CRD
- #7609203
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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ETHAN MICHAEL CZERWINSKI
--
- CRD
- #7817412
BERNARD FRANK CZERWINSKI JR
--
- CRD
- #7666348
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $92,396,540 | -- |
| Non-Discretionary | $0 | -- |
| Total | $92,396,540 | -- |
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Separately Managed Accounts
Total SMA Asset: $92,396,540
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,199,485,021 | 42.1% |
| Derivatives | $512,843,952 | 18.0% |
| Public Funds | $1,136,804,094 | 39.9% |
| Total | $2,849,133,067 | 100.0% |