The Ascent Group, LLC
The Ascent Group, LLC (CRD# 314424) is a financial advisory firm headquartered in Virginia Beach, VA. They manage $2,880,025,369 in 4,261 accounts and serve the financial needs of clients across 24 states (or territories).
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Total Assets Under Management2,880MILLION
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Total Number of Accounts4,261ACCOUNTS
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Average Account Value$675,904
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, CA, DE, FL, GA, IL, KY, MA, MD, MN, MS, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI
Mark Batzel (CRD# 1911220) is an Investment Advisor Representative working at The Ascent Group, LLC in Virginia Beach, VA and has over 35 years of experience in the finance industry.
Ashley Galler (CRD# 3062906) is an Investment Advisor Representative working at The Ascent Group, LLC in Virginia Beach, VA and has over 25 years of experience in the finance industry.
Steven Jolley (CRD# 5276989) is an Investment Advisor Representative working at The Ascent Group, LLC in Wayne, PA and has over 11 years of experience in the finance industry.
Michael Moss (CRD# 6109175) is an Investment Advisor Representative working at The Ascent Group, LLC in Aldie, VA and has over 10 years of experience in the finance industry.
Kevin Nicholson (CRD# 1562200) is an Investment Advisor Representative working at The Ascent Group, LLC in Wayne, PA and has over 37 years of experience in the finance industry.
Steven Paolini (CRD# 3029364) is an Investment Advisor Representative working at The Ascent Group, LLC in Haddonfield, NJ and has over 26 years of experience in the finance industry.
Timothy Seiders (CRD# 1382878) is an Investment Advisor Representative working at The Ascent Group, LLC in Wayne, PA and has over 37 years of experience in the finance industry.
Jeffrey Silverman (CRD# 2044821) is an Investment Advisor Representative working at The Ascent Group, LLC in Virginia Beach, VA and has over 33 years of experience in the finance industry.
David Stockmeier (CRD# 2206260) is an Investment Advisor Representative working at The Ascent Group, LLC in Virginia Beach, VA and has over 32 years of experience in the finance industry.
Brian Walsh (CRD# 1432309) is an Investment Advisor Representative working at The Ascent Group, LLC in Hilton Head Island, SC and has over 38 years of experience in the finance industry.