Ascent Investment Advisors, LLC

Ascent Investment Advisors, LLC (CRD# 147277) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $400,000,000 in 4 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    400
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $100,000,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, NY

Financial Advisors at Ascent Investment Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Kelly L. Bauerle
CRD#: 4591672
5690 Dtc Boulevard, Suite 130-w, Greenwood Village, CO 80111
93
Wealthminder
score

Kelly Bauerle (CRD# 4591672) is an Investment Advisor Representative working at Ascent Investment Advisors, LLC in Greenwood Village, CO and has over 7 years of experience in the finance industry.

2
Douglas G. Temple
CRD#: 707885
5690 Dtc Boulevard, Suite 130-w, Greenwood Village, CO 80111
63
Wealthminder
score

Douglas Temple (CRD# 707885) is an Investment Advisor Representative working at Ascent Investment Advisors, LLC in Greenwood Village, CO and has over 28 years of experience in the finance industry.

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