ASCENSION FINANCIAL
Firm details
- Headquarters
- FORT COLLINS, Colorado
- CRD number
- 134033
- Website
- www.ascension-financial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.78%
- Individuals16.32%
- Corporations / Businesses4.91%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Ascension Financial is an LLC that provides discretionary portfolio management primarily to individuals, families and small businesses. The firm charges fees as a percentage of assets under management and reports a client mix that includes both private households and institutional relationships. Its advisory activity is centered on managing portfolios rather than pension consulting or related-adviser services. The firm does not identify as an active ESG investor and is not positioned as a multi-state adviser or capital allocator in the available data.
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 Equities74%
- Derivatives14%
- Public Funds/Mutual Funds12%
Owners & executives
1 of 1BERNARD CZERWINSKI
Chief Financial Officer and Chief Operating OfficerCRD 7666348
Contacts
3 of 3JUSTIN SHELBY
PrincipalCRD 7609203
ETHAN CZERWINSKI
Investment Adviser RepresentativeCRD 7817412
PAUL GRONEWOLLER
Owner, ManagerCRD 4552868
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FORT COLLINS, CO
LARIMER
Location
FORT COLLINS, CO
Headquartered in FORT COLLINS, CO, in the West of the United States.
- Region
- West
- County
- LARIMER
- Address
- 215 W Magnolia St
- Time zone
- MT (UTC-7)
- Office locations
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