ASCENDANT FINANCIAL PARTNERS, LLC

Overview

Ascendant Financial Partners, LLC is organized as a limited liability company and is SEC-registered (registration year 2007). Publicly recorded ownership indicates a combination of a domestic entity and an individual. The firm is classified as an investment bank rather than a traditional advisory-only RIA; it is not listed as a capital allocator and does not identify as an active ESG investor. Regulatory attributes on file show it is not registered as a multi-state adviser, is not newly formed, and is not designated as a pension consultant or related adviser. Available records do not include detailed descriptions of the firm’s advisory activities, fee schedule, or client segments, so its client-facing business model and service mix are not described in the source data.

Assets & Accounts