Ascent Fintech LLC

Ascent Fintech LLC (CRD# 316080) is a financial advisory firm headquartered in , . They manage $1,835,958 in 27 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://ascentfintech.net/
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $67,998
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, TX

Financial Advisors at Ascent Fintech LLC
Showing 1 - 1 of 1 top financial advisors.
1
Monarch Bhatt, financial advisor Carol Stream IL
Monarch Bhatt
CRD#: 7420605
Carol Stream, IL

Monarch Bhatt (CRD# 7420605) is an Investment Advisor Representative working at Ascent Fintech LLC in Carol Stream, IL 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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