David
Belding
Ascension Capital Advisors, Inc
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About this Advisor
David Belding is a financial advisor based out of Houston, Texas with 5 years of industry experience. Belding works at Ascension Capital Advisors, Inc. Over the course of their career, they have held roles at Ascension Capital Advisors and Sage Harbor Advisors, Inc F/K/A Belding Financial Resources, Inc. Belding has a Series 65 license, qualifying them as an investment advisor representative, and is able to serve investors in Texas. Ascension Capital Advisors, Inc is an advisory company based out of Houston, TX. It administers $511 million in total assets between its 498 client accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm provides services to four charities and foundations. Of its 498 accounts, 47% are associated with high-net-worth individuals who have more than $1 million in investable assets. The company provides a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. A financial advisor's fees usually vary depending on the services provided. Fee types charged by Ascension Capital Advisors, Inc likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ascension Capital Advisors, Inc Brokerage Details
$511,133,591
8
498
$1,026,373
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
David Belding Work History
David has been registered as a financial advisor for 5 years.*
Ascension Capital Advisors
Sage Harbor Advisors, Inc F/K/A Belding Financial Resources,Inc
*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 David Belding 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 Ascension Capital Advisors, Inc
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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