Ascend Wealth Management Inc.
Ascend Wealth Management Inc. (CRD# 283137) is a financial advisory firm headquartered in Larkspur, CA. They manage $9,400,000 in 21 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management9MILLION
Total Number of Accounts21ACCOUNTS
Average Account Value$447,619
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
Mark Bourguignon (CRD# 2973310) is an Investment Advisor Representative working at Ascend Wealth Management Inc. in Larkspur, CA and has over 2 years of experience in the finance industry.