Ascent Investment Partners, LLC
Ascent Investment Partners, LLC (CRD# 152533) is a financial advisory firm headquartered in Overland Park, KS. They manage $1,085,420,783 in 1,466 accounts and serve the financial needs of clients across 28 states (or territories).
Total Assets Under Management1,085MILLION
Total Number of Accounts1,466ACCOUNTS
Average Account Value$740,396
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, MA, MD, MI, MN, MO, NC, NE, NJ, NM, NY, OH, OK, PA, TX, UT, VA, WA
Jeffrey Ladd (CRD# 3140450) is an Investment Advisor Representative working at Ascent Investment Partners, LLC in Leawood, KS and has over 15 years of experience in the finance industry.
Bethanie Glawson (CRD# 6295397) is an Investment Advisor Representative working at Ascent Investment Partners, LLC in Overland Park, KS and has over 4 years of experience in the finance industry.