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Financial ADVSR advisor directory · SEC adviser records

Ascentis Asset Management, LLC financial advisors

Every SEC-registered investment adviser representative at Ascentis Asset Management, LLC, by the state and city of the office they work from.

10 registered advisors work at Ascentis Asset Management, LLC, in 3 states and 4 cities; the most are in Dallas, TX (5). 2 list the CFP designation and 3 are also registered broker representatives.

Search every Ascentis Asset Management, LLC advisor by name →Who joined and left Ascentis Asset Management, LLC →Ascentis Asset Management, LLC: assets, clients and custodians →

Cities with the most Ascentis Asset Management, LLC advisors

Dallas, TX 5Fort Bragg, CA 2South Coast Metro, CA 2Powell, WY 1

Ascentis Asset Management, LLC advisors by state

Ascentis Asset Management, LLC in Texas 5

Dallas 5

Ascentis Asset Management, LLC in California 4

Fort Bragg 2South Coast Metro 2

Ascentis Asset Management, LLC in Wyoming 1

Powell 1

Questions

How many financial advisors does Ascentis Asset Management, LLC have?

10 investment adviser representatives are registered with Ascentis Asset Management, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 4 cities. 2 list the CFP designation and 3 are also registered as broker representatives.

Where does Ascentis Asset Management, LLC have the most advisors?

Dallas, TX, with 5 registered advisors, then Fort Bragg, CA (2). By state, Texas has the most, with 5.

How do I find a Ascentis Asset Management, LLC financial advisor near me?

Pick your state below, then your city, to see every Ascentis Asset Management, LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Ascentis Asset Management, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →