ASCENSUS INVESTMENT ADVISORS, LLC - Financial Advisor in Massachusetts, Newton

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

Firm SEC#:

801-61492

Assets Under Management:

$9,878,077,323

No. of Clients:

No. of Advisors:

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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