Ascension Legacy Partners, Inc.

Overview

Ascension Legacy Partners, Inc. is structured as a corporation with individual ownership and is identified in FINTRX as a capital allocator. The firm combines insurance brokerage with advisory work: its stated activities include financial planning, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and running educational seminars or workshops. Its compensation model includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The firm is not flagged as an active ESG investor, and FINTRX classifies it as unclassified for broader firm type. The record does not show the year of SEC registration. Ascension Legacy Partners appears to operate with a mixed-service model that blends insurance product distribution and consultative investment services rather than strictly acting as a pure discretionary asset manager.

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Location & Offices