Ascensus Investment Advisors, LLC

Ascensus Investment Advisors, LLC (CRD# 120632) is a financial advisory firm headquartered in Newton Center, MA. They manage $9,417,451,024 in 27 accounts and serve the financial needs of clients across 22 states (or territories).

Current Firm Details
95 Wells Avenue, Suite 160, Newton Center, MA 02459
By the Numbers
  • Total Assets Under Management
    9,417
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $348,794,482
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
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.

AK, AR, CO, CT, DC, DE, IA, IL, IN, KS, KY, MA, MN, MS, MT, NC, NJ, NM, NV, NY, PA, RI

Financial Advisors at Ascensus Investment Advisors, LLC
Showing 1 - 10 of 33 top financial advisors.
1
Daniel Basile, financial advisor Newton Center MA
Daniel M. Basile
CRD#: 4227342
95 Wells Avenue, Suite 160, Newton Center, MA 02459

Daniel Basile (CRD# 4227342) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Newton Center, MA and has over 8 years of experience in the finance industry.

2
Todd Brooker, financial advisor Greensboro NC
Todd A. Brooker
CRD#: 6787103
Greensboro, NC

Todd Brooker (CRD# 6787103) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Greensboro, NC and has over 5 years of experience in the finance industry.

3
Suzanne Brooks, financial advisor Raleigh NC
Suzanne G. Brooks
CRD#: 3163957
Raleigh, NC

Suzanne Brooks (CRD# 3163957) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Raleigh, NC and has over 23 years of experience in the finance industry.

4
Linda Bumgarner, financial advisor Holly Springs NC
Linda M. Bumgarner
CRD#: 6775986
Holly Springs, NC

Linda Bumgarner (CRD# 6775986) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Holly Springs, NC and has over 5 years of experience in the finance industry.

5
Peter Carlson, financial advisor Newton Center MA
Peter K. Carlson
CRD#: 5835255
95 Wells Avenue, Suite 160, Newton Center, MA 02459

Peter Carlson (CRD# 5835255) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Newton Center, MA and has over 6 years of experience in the finance industry.

6
Steven Cartwright, financial advisor Austin TX
Steven A. Cartwright
CRD#: 2391083
Austin, TX

Steven Cartwright (CRD# 2391083) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Austin, TX and has over 28 years of experience in the finance industry.

7
Frank Castellvi, financial advisor Wyckoff NJ
Frank E. Castellvi
CRD#: 6585165
Wyckoff, NJ

Frank Castellvi (CRD# 6585165) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Wyckoff, NJ and has over 6 years of experience in the finance industry.

8
Allen Devincent, financial advisor Newton Center MA
Allen J. Devincent
CRD#: 4715473
95 Wells Avenue, Suite 160, Newton Center, MA 02459

Allen Devincent (CRD# 4715473) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Newton Center, MA and has over 16 years of experience in the finance industry.

9
Kurt Fraczkowski, financial advisor Newton Center MA
Kurt P. Fraczkowski
CRD#: 4993045
95 Wells Avenue, Suite 160, Newton Center, MA 02459

Kurt Fraczkowski (CRD# 4993045) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Newton Center, MA and has over 13 years of experience in the finance industry.

10
Stephen Gegg, financial advisor Lititz PA
Stephen R. Gegg
CRD#: 5894471
Lititz, PA

Stephen Gegg (CRD# 5894471) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Lititz, PA and has over 9 years of experience in the finance industry.

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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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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