Ascent Financial Advisors

Ascent Financial Advisors (CRD# 154140) is a financial advisory firm headquartered in , . They manage $39,500,000 in 30 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.ascentfinancial.com
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $1,316,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Ascent Financial Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Ulrike Devoto, financial advisor Porland OR
Ulrike L. Devoto
CRD#: 3109230
Porland, OR

Ulrike Devoto (CRD# 3109230) is an Investment Advisor Representative working at Ascent Financial Advisors in Porland, OR and has over 25 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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