Catherine
Town
The Ascent Group, LLC
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About this Advisor
Catherine Town is a financial advisor based in Wayne, Pennsylvania, working with The Ascent Group, LLC. Catherine has previously held positions at Saunders House, Bryn Mawr Terrace, Shay Duska & Co, Walsh & Nicholson Financial, Ameritas Investment Company, LLC, The Ascent Group, LLC, and Triad Advisors. Catherine has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania and Texas. Currently, Catherine is part of The Ascent Group, LLC, which operates out of Wayne, Pennsylvania. The firm has 6 offices and 23 employees. The firm manages assets totaling $2.9 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, pension consulting services, and selection of other advisers. The fee structure at The Ascent Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Ascent Group, LLC Brokerage Details
$2,880,025,369
23
4,261
$675,904
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Catherine Town Work History
Triad Advisors
The Ascent Group, LLC
Walsh & Nicholson Financial
Ameritas Investment Company, LLC
Shay Duska & Co
Bryn Mawr Terrace
Saunders House
Disclosures
Please visit the SEC profile of Catherine Town 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 The Ascent Group, LLC
Wayne, PA
Virginia Beach, VA
Virginia Beach, VA
Wayne, PA
Virginia Beach, VA
Wayne, PA
Virginia Beach, VA
Haddonfield, NJ
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