$46.9M Total AUM
$46.9M Disc. AUM
-- 3Y CAGR
1 Employees
60 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-2010
- Office Locations
- 1
Office Locations
-- Porland OR
About Ascent Financial Advisors
Ascent Financial Advisors is an independent, fee-only RIA in Portland, Oregon providing comprehensive financial planning and investment management for individuals and small businesses. Services include retirement, tax and estate planning, college planning, and portfolio reviews. Portfolios commonly use ETFs and mutual funds alongside U.S. government/agency bonds, with Charles Schwab as primary custodian.
Team overview
55 AVG AGE
$46.9M AVG AUM / ADVISOR
$781.7K AVG AUM / CLIENT
15.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Available
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Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
ULRIKE LOUISE DEVOTO
Financial Advisor, Owner
- CRD
- #3109230
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,900,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $46,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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