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).
Total Assets Under Management400MILLION
Total Number of Accounts4ACCOUNTS
Average Account Value$100,000,000
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
Douglas Temple (CRD# 707885) is an Investment Advisor Representative working at Ascent Investment Advisors, LLC in Greenwood Village, CO and has over 30 years of experience in the finance industry.