Ascensus Investment Advisors, LLC
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Learn more about Ascensus Investment Advisors, LLC
Overview
Ascensus Investment Advisors, LLC operates as a financial advisor firm that has its headquarters in Newton Center, Massachusetts. Ascensus Investment Advisors, LLC administers $8.5 billion in total assets across 27 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management (AUM). The company has an average-sized team, including 2 financial advisors. Ascensus Investment Advisors, LLC does not act as a registered broker-dealer, meaning the advisor cannot buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets like equities, options and bonds.
Ascensus Investment Advisors, LLC administers none of the firm's accounts on a discretionary basis. Discretionary management is a structure in which transaction choices for the client's account are made by a portfolio manager without needing to seek client authorization. It also oversees 27 non-discretionary accounts totaling $8.5 billion in assets. The investment advisory firm manages roughly $314.1 million for every customer account. An average advisor at Ascensus Investment Advisors, LLC manages around 14 client accounts, making it one of the more personalized financial advisor firms in the country.
The firm's central office is at 95 Wells Avenue, Newton Center, Massachusetts 2459. The company is legally registered to provide services to clients throughout 22 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Ascensus Investment Advisors, LLC by the Numbers
$8.5 billion
46
27
$314.1 million
Fee Structure
A financial advisor's fees are based on which service is offered. Fees billed by the company likely include some blend of the following fee structures: asset-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
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Offered by 69% of firms
Percentage of Assets
-
Offered by 10% of firms
Other
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
The company works with state or municipal government entities. Out of its 27 accounts, Ascensus Investment Advisors, LLC's largest client by number of accounts is state or municipal government entities. None of the firm's customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Ascensus Investment Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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