Ascensus Investment Advisors, LLC
Ascensus Investment Advisors, LLC (CRD# 120632) is a financial advisory firm headquartered in Newton Center, MA. They manage $9,878,077,323 in 10 accounts and serve the financial needs of clients across 48 states (or territories).
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Total Assets Under Management9,878MILLION
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Total Number of Accounts10ACCOUNTS
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Average Account Value$987,807,732
- A percentage of assets under your management
- Other
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Other
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY
Daniel Basile (CRD# 4227342) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Dresher, PA and has over 10 years of experience in the finance industry.
Todd Brooker (CRD# 6787103) 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.
Allen Devincent (CRD# 4715473) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Newton Center, MA and has over 18 years of experience in the finance industry.
Natalie Fong (CRD# 3210662) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Dublin, CA and has over 24 years of experience in the finance industry.
Stephen Gegg (CRD# 5894471) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Lititz, PA and has over 11 years of experience in the finance industry.
Thomas Green (CRD# 6779400) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Newton Center, MA and has over 7 years of experience in the finance industry.
Jeffrey Hockenbrock (CRD# 4480398) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Berkeley, CA and has over 17 years of experience in the finance industry.
Jay Hollis (CRD# 4263613) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Brentwood, TN and has over 12 years of experience in the finance industry.
Michael Kiley (CRD# 4325071) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Newton Center, MA and has over 23 years of experience in the finance industry.
Shayne Layton (CRD# 4410685) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Carmichael, CA and has over 22 years of experience in the finance industry.