ASCEND INVESTMENT PARTNERS
Ogden, Utah
5.0
1 Review
Ascend Investment Partners is a prominent investment advisory firm operating in Ogden, UT, with two strategically located offices. With a total workforce of nine highly skilled professionals, six of whom specialize in investment advisory services, Ascend Investment Partners has established itself as a trusted partner in the financial industry. Drawing on their extensive expertise, Ascend Investment Partners manages an impressive average of approximately $76,060,000 in assets under management per investment advisor, a figure that aligns with industry standards. The firm employs a diverse compensation structure, which includes a p...
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Assets Under Mgmt

$456.33M

Investment Professionals

6

Locations

1

% 401K & Individual

26%

% Discretionary

94%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Other: FINANCIAL INSTITUTION CONSULTING
Disclosures
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Had investment related business activity restricted by federal regulatory agency
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