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).

Current Firm Details
192 Ballard Court, Suite 400, Virginia Beach, VA 23462
https://www.tagwm.com
By the Numbers
  • Total Assets Under Management
    2,880
    MILLION
  • Total Number of Accounts
    4,261
    ACCOUNTS
  • Average Account Value
    $675,904
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, DE, FL, GA, IL, KY, MA, MD, MN, MS, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI

Financial Advisors at The Ascent Group, LLC
Showing 11 - 13 of 13 top financial advisors.
11
Brian Walsh, financial advisor Wayne PA
Brian Walsh
CRD#: 6267410
119 W Wayne Ave, Wayne, PA 19087

Brian Walsh (CRD# 6267410) is an Investment Advisor Representative working at The Ascent Group, LLC in Wayne, PA and has over 10 years of experience in the finance industry.

12
Dominick Leuzzi, financial advisor Wayne PA
Dominick Leuzzi
CRD#: 7236818
119 W Wayne Ave, Wayne, PA 19087

Dominick Leuzzi (CRD# 7236818) is an Investment Advisor Representative working at The Ascent Group, LLC in Wayne, PA and has over 2 years of experience in the finance industry.

13
Catherine Town, financial advisor Wayne PA
Catherine M. Town
CRD#: 1306669
119 W Wayne Ave, Wayne, PA 19087

Catherine Town (CRD# 1306669) is an Investment Advisor Representative working at The Ascent Group, LLC in Wayne, PA and has over 3 years of experience in the finance industry.

PREV ... 1 2

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals