DIRECTORY OF REGISTERED ADVISORS
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ASCENSUS INVESTMENT ADVISORS, LLC
Tel: 617-454-6400
95 Wells Avenue Suite 160
Newton, Massachusetts 02459
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
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 AU
Firm CRD#:
120632
SEC#:
801-61492
No. of Clients:
10
Assets under Management
$9,878,077,323
No. of Advisors:
47
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