Catherine
Town
The Ascent Group, LLC
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About this Advisor
Catherine Town is a financial advisor based in Wayne, Pennsylvania with 2 years of industry experience. Town is currently employed by The Ascent Group, LLC. Over the course of their career, they have held roles at Saunders House, Bryn Mawr Terrace, Shay Duska & Co, Walsh & Nicholson Financial, Ameritas Investment Company, LLC, The Ascent Group, LLC and Triad Advisors. Town has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania and Texas. The Ascent Group, LLC is a financial advisory business that has its headquarters in Virginia Beach, VA. It has offices in nine locations and a total of 30 employees. It manages $3 billion in total assets among its 5,077 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 14 charities and foundations. Of its 5,077 accounts, 18% belong to high-net-worth clients who have at least $1 million in investable assets. The Ascent Group, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely are based on which services the firm provides the client. Fee types billed by The Ascent Group, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Ascent Group, LLC Brokerage Details
$2,526,906,387
30
5,077
$497,716
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
Catherine has been registered as a financial advisor for 2 years.*
Triad Advisors
The Ascent Group, LLC
Walsh & Nicholson Financial
Ameritas Investment Company, LLC
Shay Duska & Co
Bryn Mawr Terrace
Saunders House
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Virginia Beach, VA
Virginia Beach, VA
Wayne, PA
Wayne, PA
Virginia Beach, VA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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