Ascensus Broker Dealer Services, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
294
Avg account
$0

Firm details

Headquarters
Needham, Massachusetts
CRD number
36478
Registered since
July 19, 1994

Firm profile

FINTRX

Overview

Ascensus Broker Dealer Services, LLC is organized as a limited liability company and is privately held by a combination of a domestic entity and individual owners. The firm is categorized as "Unclassified" in the available snapshot data and is not identified as a capital allocator. It is not described as an active ESG investor, is not set up as a multi-state adviser, and is not listed as a pension consultant or a related adviser. The snapshot also indicates the firm is not newly formed. The source material does not provide details on advisory activities, fee schedules, client segments, or specific business lines, so no analysis of service offerings or investment approach can be drawn from the available data.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Needham, MA

Norfolk

Location

Needham, MA

Headquartered in Needham, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Norfolk
Address
140 Kendrick St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth