ASCEND INVESTMENT PARTNERS
Firm details
- Headquarters
- OGDEN, Utah
- CRD number
- 307667
- Registered since
- April 23, 2020
- Website
- ascendinvestment.com
- Custodians
- TRADE-PMR INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI67.7%
- Individuals26.11%
- Charitable Organizations2.24%
- Pension & Profit Sharing Plans2.2%
- Corporations / Businesses1.74%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Ascend Investment Partners is an independent registered investment adviser organized as an LLC and SEC-registered since 2020. The firm acts as a capital allocator for both individual/family and institutional clients, providing financial planning and portfolio management across households, small businesses and larger institutional relationships. Its advisory services include pension consulting and the selection of other advisers. Fees are charged as a percentage of assets under management and on an hourly basis. Ascend does not identify as an active ESG investor.
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 Equities72%
- Public Funds/Mutual Funds25%
- US Government Bonds1%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 5BRENT KELLER
Financial AdvisorCRD 5905603
GARRETT SMITH
Financial AdvisorCRD 6191028
CHRISTOPHER KESLER
Financial AdvisorCRD 6057896
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 88Active vs passive
$126M in ETFs
73%
$92.2M
21%
$34.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $8.7M | 13,351 | 6.88% |
Location
OGDEN, UT
WEBER
Location
OGDEN, UT
Headquartered in OGDEN, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- WEBER
- Address
- 2225 Washington Blvd
- Time zone
- MT (UTC-7)
- Office locations
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