First Ascent Asset Management, Llc
Denver, Colorado
5.0
1 Review
First Ascent Asset Management, LLC is a leading investment advisory firm based out of Denver, CO. With 12 dedicated employees, including 3 experienced investment advisors, the firm is committed to providing exceptional financial services to a diverse clientele. Their average assets under management per investment advisor amount to an impressive $33,280,000, highlighting their ability to effectively handle substantial portfolios. First Ascent Asset Management, LLC manages a vast amount of assets, with over 1,510 individual clients entrusting them with more than $1,367,980,000. While primarily focused on serving high net worth indi...
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Assets Under Mgmt

$1.37B

Investment Professionals

3

Locations

0

% 401K & Individual

9%

% Discretionary

82%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Portfolio management for individuals and/or small businesses
Selection of other advisers
Educational seminars/workshops
Other: SUB-ADVISORY SERVICES
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