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).

Current Firm Details
1512 Larimer St., Suite 1050, Denver, CO 80202
http://www.firstascentam.com
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 Broughton, financial advisor Denver CO
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 Garcia, financial advisor Denver CO
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 Krulik, financial advisor Denver CO
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 Mackillop, financial advisor Denver CO
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 Mackillop, financial advisor Denver CO
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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