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ASCENSUS INVESTMENT ADVISORS, LLC

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

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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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