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ASCENSUS INVESTMENT ADVISORS, LLC

Tel: 617-454-6400
95 Wells Avenue
Suite 160
Newton, Massachusetts  02459

About ASCENSUS INVESTMENT ADVISORS, LLC

ASCENSUS INVESTMENT ADVISORS, LLC is a Newton, Massachusetts based financial advisory firm with nearly $9,878,077,323 in assets under management and provides investment advisory services for 10 clients. There are currently 47 financial advisors at the firm.


General Information

Firm CRD#:   120632
SEC#:   801-61492
Assets under Management:   $9,878,077,323
No. of Clients:   10
No. of Advisors:   47
Advisory Services Provided:   Portfolio management for pooled investment vehicles, Pesnsion consulting services, Other (PORTFOLIO MGMT/OVERSIGHT INCL REVIEW OF ALLOCATIONS & SELECTION OF UNDERLYING SECURITIES FOR QUAL TUITION 529/529A & SFRP PLANS)
Fee Structure:   A percentage of AUM, Other (PERCENTAGE OF PROGRAM MANAGEMENT FEE AND PERCENTAGE OF AUA)

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