Ascendant Financial Solutions, Inc.
Ascendant Financial Solutions, Inc. (CRD# 116771) is a financial advisory firm headquartered in Flagstaff, AZ. They manage $295,004,264 in 618 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management295MILLION
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Total Number of Accounts618ACCOUNTS
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Average Account Value$477,353
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, OR, TX
Jason Dittberner (CRD# 6613437) is an Investment Advisor Representative working at Ascendant Financial Solutions, Inc. in Flagstaff, AZ and has over 8 years of experience in the finance industry.
James Hoyt (CRD# 2264252) is an Investment Advisor Representative working at Ascendant Financial Solutions, Inc. in Flagstaff, AZ and has over 30 years of experience in the finance industry.
Tamara Kinney (CRD# 4272821) is an Investment Advisor Representative working at Ascendant Financial Solutions, Inc. in Flagstaff, AZ and has over 19 years of experience in the finance industry.
Eric Souders (CRD# 2932709) is an Investment Advisor Representative working at Ascendant Financial Solutions, Inc. in Flagstaff, AZ and has over 25 years of experience in the finance industry.
Keith Todhunter-Schaafsma (CRD# 2458357) is an Investment Advisor Representative working at Ascendant Financial Solutions, Inc. in Flagstaff, AZ and has over 30 years of experience in the finance industry.