Ascend Investment Management, Inc.

Ascend Investment Management, Inc. (CRD# 141130) is a financial advisory firm headquartered in Lewes, DE. They manage $52,771,091 in 154 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    154
    ACCOUNTS
  • Average Account Value
    $342,669
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DE, PA

Financial Advisors at Ascend Investment Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Ellen P. Le
CRD#: 1023784
14354 Allee Lane, Lewes, DE 19958
90
Wealthminder
score

Ellen Le (CRD# 1023784) is an Investment Advisor Representative working at Ascend Investment Management, Inc. in Lewes, DE and has 1 year of experience in the finance industry.

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