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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Momentum
- Established Date
- 05-01-2023
- Office Locations
- 1
Office Locations
About Ascent Retirement Advisors
Ascent Retirement Advisors is a Boise-based RIA focused on corporate retirement plan advisory and individual retirement planning. The firm emphasizes fiduciary, goal-oriented guidance and coordinates with clients’ accountants and attorneys as needed. Portfolios are built with an asset-allocation approach using ETFs and fixed income (including U.S. government and investment-grade corporate bonds), with Charles Schwab as a key custodian.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRADLEY JAY CHRISTENSEN
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #5242920
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Hannah Grace Leingang
--
- CRD
- #8151350
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,929,684 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,929,684 | -- |
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Separately Managed Accounts
Total SMA Asset: $43,929,684
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $223,784,898 | 27.2% |
| U.S. Government/Agency | $238,594,192 | 29.0% |
| Corporate - Investment Grade | $226,253,113 | 27.5% |
| Cash | $67,464,565 | 8.2% |
| Other | $66,641,826 | 8.1% |
| Total | $822,738,594 | 100.0% |