Ascendiant Securities, LLC
Firm details
- Headquarters
- Jupiter, Florida
- CRD number
- 129236
- Registered since
- January 20, 2004
- Website
- ascendiant.com
Firm profile
FINTRXOverview
Ascendiant Securities, LLC is organized as a limited liability company and has been SEC-registered since 2004. FINTRX characterizes ownership as a mix of a domestic entity and an individual and lists the firm as "unclassified." The snapshot indicates the firm does not operate as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser. It is also not described as a pension consultant, a related adviser, or a newly formed adviser.
Assets & Accounts
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
Contacts
3 of 4
Bradley Wilhite
Co-Founder & Managing PartnerCRD 4722291
Mark Bergendahl
Co-Founder and Managing PartnerCRD 1394272
Brian Megenity
CCOCRD 2889637
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Jupiter, FL
Palm Beach
Location
Jupiter, FL
Headquartered in Jupiter, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 110 Front St
- Time zone
- ET (UTC-5)
- Office locations
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