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).

Current Firm Details
95 Wells Avenue, Suite 160, Newton Center, MA 02459
By the Numbers
  • Total Assets Under Management
    9,878
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $987,807,732
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Ascensus Investment Advisors, LLC
Showing 21 - 26 of 26 top financial advisors.
21
Lori Williams, financial advisor Newton Center MA
Lori L. Williams
CRD#: 5042157
95 Wells Avenue, Suite 160, Newton Center, MA 02459

Lori Williams (CRD# 5042157) 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.

22
Glenn Zuck, financial advisor Newton Center MA
Glenn Zuck
CRD#: 5170656
95 Wells Avenue, Suite 160, Newton Center, MA 02459

Glenn Zuck (CRD# 5170656) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Newton Center, MA and has over 17 years of experience in the finance industry.

23
Thomas Lowe, financial advisor Newton Center MA
Thomas Lowe
CRD#: 3089857
95 Wells Avenue, Suite 160, Newton Center, MA 02459

Thomas Lowe (CRD# 3089857) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Newton Center, MA and has over 25 years of experience in the finance industry.

24
David Rydzeski, financial advisor Newton Center MA
David W. Rydzeski
CRD#: 1192744
95 Wells Avenue, Suite 160, Newton Center, MA 02459

David Rydzeski (CRD# 1192744) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Newton Center, MA and has over 40 years of experience in the finance industry.

25
Paul Souppa, financial advisor Newton Center MA
Paul G. Souppa
CRD#: 5715476
95 Wells Avenue, Suite 160, Newton Center, MA 02459

Paul Souppa (CRD# 5715476) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Newton Center, MA and has over 2 years of experience in the finance industry.

26
Christopher Walton, financial advisor Litchfield Park AZ
Christopher R. Walton
CRD#: 2744887
Litchfield Park, AZ

Christopher Walton (CRD# 2744887) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Litchfield Park, AZ and has over 27 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.

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