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).
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Total Assets Under Management74MILLION
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Total Number of Accounts409ACCOUNTS
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Average Account Value$180,637
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
- Other

CO, GA, NJ, OH, TX
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.
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.
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.
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.
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.