THE ASCENT GROUP, LLC - Financial Advisor in Virginia, Virginia Beach

Tel: 757-499-8300 192 Ballard Court Suite 400 Virginia Beach, Virginia 23462

About THE ASCENT GROUP, LLC

THE ASCENT GROUP, LLC is a Virginia Beach, Virginia based financial advisory firm with nearly $2,880,025,369 in assets under management and provides investment advisory services for 4261 clients. There are currently 23 financial advisors at the firm.

General Information

Firm CRD#:

314424

Firm SEC#:

801-121182

Assets Under Management:

$2,880,025,369

No. of Clients:

4261

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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