Přihlásit se Zaregistrujte se zdarma

Ascend Advisory Group LLC (Dublin)


Ascend Advisory Group LLC is a large advisory firm based in Dublin. It manages $162.76 million of regulatory assets for 1,734 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Arizona, Colorado, Florida, and 5 other states.




Ascend Advisory Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ascend Advisory Group: assets under management

The assets under management (AUM) of Ascend Advisory Group LLC is $162.76 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $138.87 million in discretionary accounts and $23.89 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $174.68 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $25.44 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ascend Advisory Group LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Dublin

The principal office where Ascend Advisory Group LLC performs its advisory services is located at 6760 Perimeter Drive, Dublin, OH 43016, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 614-784-6000 or by fax 614-784-6010. The normal business hours are 8:30am-5:00pm on Monday - Friday.


Registered investment advisers similar to Ascend Advisory Group LLC