Ascend Financial
Ascend Financial (CRD# 325357) is a financial advisory firm headquartered in , . They manage $628,398 in 2 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Ascend Financial
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts2ACCOUNTS
-
Average Account Value$314,199
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Ascend Financial
1
Stephanie Loeffel (CRD# 4455227) is an Investment Advisor Representative working at Ascend Financial in Scituate, MA and has 1 year of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.