Ascent Financial Advisors
Ascent Financial Advisors (CRD# 154140) is a financial advisory firm headquartered in , . They manage $39,500,000 in 30 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Ascent Financial Advisors
By the Numbers
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Total Assets Under Management40MILLION
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Total Number of Accounts30ACCOUNTS
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Average Account Value$1,316,667
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OR
Financial Advisors at Ascent Financial Advisors
1
Ulrike Devoto (CRD# 3109230) is an Investment Advisor Representative working at Ascent Financial Advisors in Porland, OR and has over 25 years of experience in the finance industry.
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