Ascent Capital

Ascent Capital (CRD# 131423) is a financial advisory firm headquartered in Bend, OR. They manage $391,477,045 in 1,094 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
395 Sw Bluff Drive, Ste 200, Bend, OR 97702
http://www.ascentbend.com/
By the Numbers
  • Total Assets Under Management
    391
    MILLION
  • Total Number of Accounts
    1,094
    ACCOUNTS
  • Average Account Value
    $357,840
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, HI, LA, MT, OR, TX, WA

Financial Advisors at Ascent Capital
Showing 1 - 6 of 6 top financial advisors.
1
Scott Agnew, financial advisor Bend OR
Scott K. Agnew
CRD#: 2405340
395 Sw Bluff Drive, Ste 200, Bend, OR 97702

Scott Agnew (CRD# 2405340) is an Investment Advisor Representative working at Ascent Capital in Bend, OR and has over 30 years of experience in the finance industry.

2
Zachery Boskovich, financial advisor Bend OR
Zachery P. Boskovich
CRD#: 6321500
395 Sw Bluff Drive, Ste 200, Bend, OR 97702

Zachery Boskovich (CRD# 6321500) is an Investment Advisor Representative working at Ascent Capital in Bend, OR and has over 9 years of experience in the finance industry.

3
Krista Charlton, financial advisor Bend OR
Krista M. Charlton
CRD#: 6091563
395 Sw Bluff Drive, Ste 200, Bend, OR 97702

Krista Charlton (CRD# 6091563) is an Investment Advisor Representative working at Ascent Capital in Bend, OR and has over 11 years of experience in the finance industry.

4
Devin Harrigan, financial advisor Bend OR
Devin J. Harrigan
CRD#: 4260949
395 Sw Bluff Drive, Ste 200, Bend, OR 97702

Devin Harrigan (CRD# 4260949) is an Investment Advisor Representative working at Ascent Capital in Bend, OR and has over 20 years of experience in the finance industry.

5
Wesley Price, financial advisor Bend OR
Wesley B. Price
CRD#: 4802035
395 Sw Bluff Drive, Ste 200, Bend, OR 97702

Wesley Price (CRD# 4802035) is an Investment Advisor Representative working at Ascent Capital in Bend, OR and has over 21 years of experience in the finance industry.

6
Adam Barnett, financial advisor Bend OR
Adam M. Barnett
CRD#: 7575917
2796 Clearwater Dr., Bend, OR 97703

Adam Barnett (CRD# 7575917) is an Investment Advisor Representative working at Ascent Capital in Bend, OR and has over 2 years 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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