Ascendance Wealth

Ascendance Wealth (CRD# 142583) is a financial advisory firm headquartered in , . They manage $2,239,843 in 21 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.ascendancewealth.com
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $106,659
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Ascendance Wealth
Showing 1 - 1 of 1 top financial advisors.
1
Clay Anderson, financial advisor Franktown CO
Clay J. Anderson
CRD#: 5268282
Franktown, CO

Clay Anderson (CRD# 5268282) is an Investment Advisor Representative working at Ascendance Wealth in Franktown, CO and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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