Nancy
Kowalczyk
Ascent Wealth Partners, LLC
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About this Advisor
Nancy Kowalczyk is a financial advisor based in New Hartford, New York, working with Ascent Wealth Partners, LLC. Nancy has previously held a position at Ascent Wealth Partners, LLC and is registered to provide services in New York. Currently, Nancy is part of Ascent Wealth Partners, LLC, which operates out of New Hartford, New York. The firm has 2 offices and 13 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Ascent Wealth Partners, LLC includes asset-based fees.
Services Offered
Fee Structure
Office Location
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Ascent Wealth Partners, LLC Brokerage Details
$1,114,192,889
13
2,096
$531,581
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Nancy Kowalczyk Work History
Ascent Wealth Partners, LLC
Disclosures
Please visit the SEC profile of Nancy Kowalczyk to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ascent Wealth Partners, LLC
New Hartford, NY
New Hartford, NY
New Hartford, NY
New Hartford, NY
New Hartford, NY
New Hartford, NY
New Hartford, NY
New Hartford, NY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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