Ascent Wealth Management
Ascent Wealth Management (CRD# 305915) is a financial advisory firm headquartered in Kalispell, MT. They manage $46,634,968 in 141 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management47MILLION
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Total Number of Accounts141ACCOUNTS
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Average Account Value$330,744
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MT
Financial Advisors at Ascent Wealth Management
1
John Knopik (CRD# 4980586) is an Investment Advisor Representative working at Ascent Wealth Management in Kalispell, MT and has over 18 years of experience in the finance industry.
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