CRD: 307199
Ascent Systematic Advisors LLC
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- Custodian
- Goldman Sachs · Interactive Brokers · JP Morgan
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-10-2020
- Office Locations
- 1
Office Locations
About Ascent Systematic Advisors LLC
Ascent Systematic Advisors LLC is a New York-based RIA providing asset management, portfolio construction, and financial planning for retail clients, including entrepreneurs and qualified purchasers. The firm emphasizes active, risk-managed asset allocation with emerging-markets exposure and implements portfolios primarily with ETFs (and select funds). Custody is reported with Goldman Sachs and JP Morgan. The website notes it does not engage investors via WhatsApp due to impersonators.
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David Marcos Bueno Monge
--
- CRD
- #4838848
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,118,138 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,118,138 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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