Ascent Capital Management, LLC
Ascent Capital Management, LLC (CRD# 131423) is a financial advisory firm headquartered in Bend, OR. They manage $372,466,324 in 1,101 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management372MILLION
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Total Number of Accounts1,101ACCOUNTS
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Average Account Value$338,298
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, OR, TX, WA
Scott Agnew (CRD# 2405340) is an Investment Advisor Representative working at Ascent Capital Management, LLC in Bend, OR and has over 28 years of experience in the finance industry.
Zachery Boskovich (CRD# 6321500) is an Investment Advisor Representative working at Ascent Capital Management, LLC in Bend, OR and has over 7 years of experience in the finance industry. Zachery Boskovich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Krista Charlton (CRD# 6091563) is an Investment Advisor Representative working at Ascent Capital Management, LLC in Bend, OR and has over 9 years of experience in the finance industry.
Devin Harrigan (CRD# 4260949) is an Investment Advisor Representative working at Ascent Capital Management, LLC in Bend, OR and has over 18 years of experience in the finance industry. Devin Harrigan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Wesley Price (CRD# 4802035) is an Investment Advisor Representative working at Ascent Capital Management, LLC in Bend, OR and has over 20 years of experience in the finance industry.