Ascension Investment Advisors
Ascension Investment Advisors (CRD# 121753) is a financial advisory firm headquartered in Bala Cynwyd, PA. They manage $9,570,962 in 47 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management10MILLION
-
Total Number of Accounts47ACCOUNTS
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Average Account Value$203,637
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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.
TX
Financial Advisors at Ascension Investment Advisors
No Advisor Found.
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