ASCENT WEALTH PARTNERS, LLC
Tel: 315-624-7300 89 Genesee Street New Hartford, New York 13413
About ASCENT WEALTH PARTNERS, LLC
ASCENT WEALTH PARTNERS, LLC is a New Hartford, New York based financial advisory firm with nearly $1,322,466,782 in assets under management and provides investment advisory services for 2124 clients. There are currently 14 financial advisors at the firm.
General Information
Firm CRD#:
158898
Firm SEC#:
801-72693
Assets Under Management:
$1,322,466,782
No. of Clients:
2124
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
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