Ascent Financial Group

Ascent Financial Group (CRD# 325706) is a financial advisory firm headquartered in Charlottesville, VA. They manage $50,156,131 in 311 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
230 Court Square, Charlottesville, VA 22902
http://www.linked.com/company/ascent-financial-group
By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    311
    ACCOUNTS
  • Average Account Value
    $161,274
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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.

NY, VA

Financial Advisors at Ascent Financial Group
Showing 1 - 3 of 3 top financial advisors.
1
Robert Kellis, financial advisor Charlottesville VA
Robert F. Kellis
CRD#: 4285185
230 Court Square, Charlottesville, VA 22902

Robert Kellis (CRD# 4285185) is an Investment Advisor Representative working at Ascent Financial Group in Charlottesville, VA and has over 23 years of experience in the finance industry.

2
Dustin Newton, financial advisor Charlottesville VA
Dustin C. Newton
CRD#: 5338523
230 Court Square, Charlottesville, VA 22902

Dustin Newton (CRD# 5338523) is an Investment Advisor Representative working at Ascent Financial Group in Charlottesville, VA and has over 6 years of experience in the finance industry.

3
Michael O'shaughnessy, financial advisor Charlottesville VA
Michael P. O'shaughnessy
CRD#: 7901666
230 Court Square, Charlottesville, VA 22902

Michael O'shaughnessy (CRD# 7901666) is an Investment Advisor Representative working at Ascent Financial Group in Charlottesville, VA and has 1 year 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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