Ascend Investment Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 307989
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Ascend Investment Management, LLC is an independent registered investment advisor that operates as a limited liability company. The firm primarily serves individual and family clients, providing a range of financial services that include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Ascend Investment Management also conducts educational seminars and workshops to enhance client knowledge and engagement. The firm does not actively focus on ESG investments and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Contacts
3 of 3
Christian Cardoso
Financial AdvisorCRD 7422848
Tyler Olson
Owner, PresidentCRD 4273188
Timothy Turley
Registered Financial AdvisorCRD 4936877
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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