Ascend Investment Partners

RIASEC RegisteredEst. 2020

Total AUM

$661M

Discretionary

$659M

100% of AUM

Avg account

$312K

Accounts

2,122

Employees

Advisory reps

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

FINTRX

Overview

Ascend Investment Partners is an independent registered investment adviser formed in 2020 and organized as an LLC. The firm acts as a capital allocator for both individual/family and institutional clients, offering financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and selection of other advisers. Fee arrangements include percentage-of-AUM billing and hourly charges. Ascend does not position itself as an ESG-focused manager and reports a single-state adviser status. The firm deploys third-party managers for alternative strategies and supplements core portfolios with mutual funds and annuities. It identifies equities—particularly exchange-traded equities—as its primary asset preference and appears to run a relatively concentrated public equity program alongside an allocation to non‑public alternatives.