Ascend Investment Management, LLC
Ascend Investment Management, LLC (CRD# 307989) is a financial advisory firm headquartered in , . They manage $1,534,751 in 27 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Ascend Investment Management, LLC
By the Numbers
-
Total Assets Under Management2MILLION
-
Total Number of Accounts27ACCOUNTS
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Average Account Value$56,843
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
UT
Financial Advisors at Ascend Investment Management, LLC
1
Tyler Olson (CRD# 4273188) is an Investment Advisor Representative working at Ascend Investment Management, LLC in Pleasant Grove, UT and has over 9 years of experience in the finance industry.
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