Ascent Capital Management, LLC
Ascent Capital Management, LLC (CRD# 131423) is a financial advisory firm headquartered in Bend, OR. They manage $181,753,832 in 732 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management182MILLION
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Total Number of Accounts732ACCOUNTS
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Average Account Value$248,298
- 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)
CA, OR, TX, WA
Devin Harrigan (CRD# 4260949) is an Investment Advisor Representative working at Ascent Capital Management, LLC in Bend, OR and has over 15 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.
Scott Agnew (CRD# 2405340) is an Investment Advisor Representative working at Ascent Capital Management, LLC in Bend, OR and has over 24 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 3 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.
John Harrigan (CRD# 4802034) is an Investment Advisor Representative working at Ascent Capital Management, LLC in Bend, OR and has over 16 years of experience in the finance industry.
Krista Middleton (CRD# 6091563) is an Investment Advisor Representative working at Ascent Capital Management, LLC in Bend, OR and has over 5 years of experience in the finance industry.
Wesley Price (CRD# 4802035) is an Investment Advisor Representative working at Ascent Capital Management, LLC in Bend, OR and has over 16 years of experience in the finance industry.
Candace Fronk (CRD# 4802036) is an Investment Advisor Representative working at Ascent Capital Management, LLC in Bend, OR and has 1 year of experience in the finance industry.