First Ascent Asset Management, LLC

First Ascent Asset Management, LLC (CRD# 281470) is a financial advisory firm headquartered in Denver, CO. They manage $73,880,692 in 409 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    74
    MILLION
  • Total Number of Accounts
    409
    ACCOUNTS
  • Average Account Value
    $180,637
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
  • Other
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, GA, NJ, OH, TX

Financial Advisors at First Ascent Asset Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Katherine C. Broughton
CRD#: 5610680
1512 Larimer St., Suite 1050, Denver, CO 80202
93
Wealthminder
score

Katherine Broughton (CRD# 5610680) is an Investment Advisor Representative working at First Ascent Asset Management, LLC in Denver, CO and has over 9 years of experience in the finance industry.

2
Karen L. Garcia
CRD#: 1797312
1512 Larimer St., Suite 1050, Denver, CO 80202
93
Wealthminder
score

Karen Garcia (CRD# 1797312) is an Investment Advisor Representative working at First Ascent Asset Management, LLC in Denver, CO and has over 29 years of experience in the finance industry.

3
Patrick J. Krulik
CRD#: 6247706
1512 Larimer St., Suite 1050, Denver, CO 80202
90
Wealthminder
score

Patrick Krulik (CRD# 6247706) is an Investment Advisor Representative working at First Ascent Asset Management, LLC in Denver, CO and has 1 year of experience in the finance industry.

4
Scott A. Mackillop
CRD#: 2239819
3001 Brighton Blvd, Suite 2760, Denver, CO 80216
89
Wealthminder
score

Scott Mackillop (CRD# 2239819) is an Investment Advisor Representative working at First Ascent Asset Management, LLC in Denver, CO and has over 2 years of experience in the finance industry.

5
Malcolm I. Mackillop
CRD#: 6659267
1512 Larimer St., Suite 1050, Denver, CO 80202
87
Wealthminder
score

Malcolm Mackillop (CRD# 6659267) is an Investment Advisor Representative working at First Ascent Asset Management, LLC in Denver, CO and has 1 year of experience in the finance industry.

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