Nancy
Kowalczyk

Ascent Wealth Partners, LLC

CRD#5358209
Investment Advisor
in New Hartford, NY

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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

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

89 Genesee Street
New Hartford, NY 13413

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Ascent Wealth Partners, LLC Brokerage Details

Total Assets Under Management

$1,114,192,889

NY Average: $7,464,549,021
Total Number of Employees

13

NY Average: 88
Total Number of Accounts

2,096

NY Average: 3,892
Average Account Size

$531,581

NY Average: $1,917,921

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

2011 - Present (13 years)

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

Neil Edmonds
New Hartford, NY
Douglas Bissonette
New Hartford, NY
Timothy Welchons
New Hartford, NY
Nancy Kowalczyk
New Hartford, NY
Joseph Summa
New Hartford, NY
Christopher Lai
New Hartford, NY
Martin Moshier
New Hartford, NY
Stephen Basile
Saratoga Springs, 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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