Be advised. This firm is no longer registered.

First Ascent Asset Management, LLC

First Ascent Asset Management, LLC (CRD# 281470) is a financial advisory firm headquartered in Denver, CO. They manage $1,367,980,200 in 4,897 accounts and serve the financial needs of clients across 33 states (or territories).

Current Firm Details
1401 Lawrence St., #1600, Denver, CO 80202
http://www.firstascentam.com
By the Numbers
  • Total Assets Under Management
    1,368
    MILLION
  • Total Number of Accounts
    4,897
    ACCOUNTS
  • Average Account Value
    $279,351
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, MT, NC, NJ, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV

Financial Advisors at First Ascent Asset Management, LLC
No Advisor Found.

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.

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